Senior Investment Portfolio Analyst - Moline - QCR Holdings

    QCR Holdings
    QCR Holdings Moline

    6 days ago

    Description

    Job Type
    Full-time
    Description
    TITLE: Senior Investment Portfolio Analyst
    DEPARTMENT: Corporate Treasury
    JOB SUMMARY:
    The Senior Investment Portfolio Analyst is primarily responsible for the overall management of the private placement municipal bond portfolio, including client service, credit analysis, closing activities, and internal servicing and ongoing monitoring. Secondarily, the Senior Investment Portfolio Analyst will be an integral part of the Company's Corporate Treasury Team.
    ESSENTIAL FUNCTIONS:

    • Timely and accurately complete credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements.
    • Review required credit documentation to ensure loan and bond documents are consistent with credit approval, including appropriate signatures, disclosures, credit authority, and internal system requirements.
    • Oversee pre-closing and post-closing due diligence as required by Credit Policy and credit approval.
    • Monitor compliance with loan and bond agreements to ensure timely receipt and review of financials, covenant compliance, and other conditions.
    • Responsible for internal portfolio management processes including ongoing monitoring and performing appropriate action related to past dues and maturing loans/bonds, communicating with participant banks, and working with internal and external auditors.
    • Present new loans/bonds to the Credit Committee for approval.
    • Build relationships with other Company personnel to facilitate effective working relationships between credit administration and production.
    • Provide timely and effective responses to servicing needs.
    • Assist the Treasurer and Deputy Treasury in:
    • Subsidiary Bank Investment Portfolio Management
    • Asset Liability Management Reporting for:
    • Liquidity
    • Market Risk
    • Capital
    • Derivatives Portfolio Management
    • Internal and External Audit Requests
    • Assist with Corporate Treasury projects, as needed
    • Assist with training and onboarding of new team members.
    • Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
    • Foster and preserve a culture of inclusion.
    • Additional duties and responsibilities may be required to support the company's mission, vision and values.
    QUALIFICATIONS:
    • Bachelor's degree in accounting, economics, business or related field.
    • Minimum 5 years' experience in investment analysis, portfolio management, or financial services
    • Previous banking and analysis experience preferred.
    • Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner.
    • Excellent organizational skills with the ability to organize and manage a variety of projects and tasks.
    • Capability to manage sensitive information and uphold confidentiality.
    • Demonstrated strong math skills and ability to organize and analyze complex financial information.
    • Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
    • Strong verbal, written and interpersonal communication skills.
    WORKING CONDITIONS:
    • Duties are performed in a professional office environment.
    SALARY & BENEFITS:
    The minimum salary range for this position is $87,357.37 annually. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law.
    This position is a regular full-time position and individuals employed as regular full-timeare eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance
    At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
    QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.

  • Work in company

    Senior Investment Portfolio Analyst

    Only for registered members

    +The Senior Investment Portfolio Analyst is primarily responsible for the overall management of the private placement municipal bond portfolio, including client service, credit analysis, closing activities and internal servicing and ongoing monitoring. · Essential FunctionsTimely ...

    Moline

    3 weeks ago

  • Work in company

    Senior Investment Portfolio Analyst

    Only for registered members

    · Full-time · Description · TITLE: Senior Investment Portfolio Analyst  · DEPARTMENT: Corporate Treasury   · JOB SUMMARY:   · The Senior Investment Portfolio Analyst is primarily responsible for the overall management of the private placement municipal bond portfolio, including ...

    Cedar Rapids, IA, Quad Cities, IA/IL, IL

    1 week ago

  • Work in company

    Senior Investment Portfolio Analyst

    Only for registered members

    The Senior Investment Portfolio Analyst is primarily responsible for the overall management of the private placement municipal bond portfolio. Secondarily, this role will be an integral part of the Company's Corporate Treasury Team. · The position requires timely and accurate com ...

    Moline $87,357 - $0 (USD) Full time

    3 weeks ago

  • Work in company

    Certified Registered Nurse Anesthetist

    Aya Locums

    Aya Locums offers an immediate opening for locum Certified Registered Nurse Anesthetists in Moline, IL. · Job Details: · Position: CRNA · -Duration: 13 weeks at Aya-locums Job by variable length provided due to rotating shifts every two week during day or evening hours varying so ...

    Moline Full time

    4 days ago

  • Work in company

    Credit Analyst

    Only for registered members

    We are seeking an individual skilled in credit analysis and business lending to assist in growing our portfolio of commercial loan relationships. · ...

    Bettendorf Full time

    2 weeks ago

  • Work in company

    Credit Analyst

    Only for registered members

    We are seeking an individual skilled in credit analysis and business lending to assist in growing our portfolio of commercial loan relationships. This position is in-person and does not have ability to be remote. · ...

    Bettendorf Full time

    1 week ago

  • Work in company

    Agricultural/Commercial Loan Officer

    Only for registered members

    Location: 301 W 4th St, Milan, IL 61264, United States · Base Pay: $ $ / Year · Employee Type: FT Exempt · Description · The Agricultural/Commercial Loan Officer is responsible for managing and expanding the bank's agricultural and commercial loan portfolio while supporting the f ...

    Moline $66,750 - $111,250 (USD)

    1 week ago

  • Work in company

    Credit Analyst

    Only for registered members

    · Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. · Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's w ...

    Bettendorf, IA $60,000 - $115,000 (USD) per year

    1 week ago

  • Work in company

    Associate/NERC Compliance Analyst

    Only for registered members

    The NERC compliance analyst monitors and verifies · compliance with the North American Electric Reliability Corporation (NERC) reliability standards. · ...

    Davenport $77,200 - $111,000 (USD) Full time

    2 weeks ago

  • Work in company

    Field Support Analyst

    Only for registered members

    + Field Support Analyst +We are seeking experienced operations and intelligence professionals skilled in using and training others on software. · + Troubleshooting technical issues · Developing new use cases · Working alongside analysts to solve unique and complex problems · + Pr ...

    Rock Island

    2 weeks ago

  • Work in company

    Field Support Analyst

    Only for registered members

    SHINE Systems is seeking experienced operations and intelligence professionals skilled in using and training others on software (e.g. Gotham, Gaia, Foundry) to join our team. · ...

    Rock Island

    3 weeks ago

  • Work in company

    Field Support Analyst

    Only for registered members

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, CCS Global Tech, is seeking the following. · ...

    Rock Island

    3 weeks ago

  • Work in company

    Associate/NERC Compliance Analyst

    Only for registered members

    The NERC compliance analyst monitors and verifies compliance with the North American Electric Reliability Corporation (NERC) reliability standards and MEC policies and procedures associated with maintaining NERC compliance. · ...

    Davenport

    2 weeks ago

  • Work in company

    Intermediate Business Analyst

    Only for registered members

    Western Door Federal is part of the Seneca Nation Group (SNG) portfolio of companies. SNG is the federal government contracting business wholly owned by the Seneca Nation of Indians. SNG meets mission-critical needs of federal civilian, defense, and intelligence community custome ...

    Rock Island, IL

    2 days ago

  • Work in company

    Client Relationship Analyst

    Only for registered members

    POSITION SUMMARY   · Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relati ...

    Davenport, Iowa, United States of America $55,000 - $95,000 (USD) per year

    4 days ago

  • Work in company

    Credit Analyst

    Only for registered members

    We are seeking an individual skilled in credit analysis and business lending to assist in growing our portfolio of commercial loan relationships. · ...

    Bettendorf, IA

    2 weeks ago

  • Work in company

    Contracts Analyst II

    Only for registered members

    HNI Corporation is a global family of brands for the workplace and home dedicated to enhancing the spaces where we live, work, and gather. · We are looking for a Contracts Analyst to join our Muscatine-based team. · ...

    Davenport, IA

    1 month ago

  • Work in company

    Agricultural Loan Officer

    Only for registered members

    The Agricultural Loan Officer is responsible for managing and expanding the bank's agricultural loan portfolio while supporting the financial needs of rural communities. · ...

    Milan, IL

    1 week ago

  • Work in company

    financial analyst

    Only for registered members

    Step into a high‑impact role where your financial insights will shape the future of KENT WORLDWIDE's Consumer Brands We're seeking a Financial Analyst who is eager to drive smarter decision‑making, optimize financial processes, and support growth across the business. · In this ro ...

    Muscatine $65,000 - $105,000 (USD) per year

    3 days ago

  • Work in company

    Systems Analyst

    Only for registered members

    +We are seeking an experienced Systems Analyst to support our hybrid information technology infrastructure with an increasing focus on Microsoft Azure. · +Design, implement, and support hybrid infrastructure solutions spanning on-premises and Microsoft Azure environments · Config ...

    Muscatine

    1 month ago

  • Work in company

    financial analyst

    Only for registered members

    Step into a high‑impact role where your financial insights will shape the future of KENT WORLDWIDE's Consumer Brands We're seeking a Financial Analyst who is eager to drive smarter decision‑making, optimize financial processes, and support growth across the business. · In this ro ...

    Muscatine, IA $65,000 - $105,000 (USD) per year

    3 days ago

Jobs
>
Moline