QCR Holdings, Inc. · 21 hours ago
Senior Investment Portfolio Analyst
Moline, IL
Full-time
Onsite
Senior Level
5+ years expQCR Holdings, Inc. is a company focused on financial services, and they are seeking a Senior Investment Portfolio Analyst. The role involves managing the private placement municipal bond portfolio, conducting credit analysis, and ensuring compliance with loan and bond agreements.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Bachelor's degree in accounting, economics, business or related field
Minimum 5 years' experience in investment analysis, portfolio management, or financial services
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
Preferred
Previous banking and analysis experience preferred
Benefits
Health
Dental
Vision
Life Insurance
Disability Insurance
FSA
HSA
401K
Employee Stock Purchase Plan
Paid Time Off
Paid Holidays
Additional Voluntary Supplemental Insurance
Company
QCR Holdings, Inc.
QCRH Mission Statement: We make financial dreams a reality.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$70M2025-09-15Post Ipo Debt· $70M
2010-03-01IPO
Leadership Team
Larry J. Helling
Chief Executive Officer
Chad Ihlenfeldt
Chief Technology Officer
Recent News
2025-11-07
2025-10-27
2025-10-27
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