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Are you searching for a senior-level career opportunity in the insurance industry? We have a position that you might be interested in. Our downtown insurance client has partnered with Palmer Group to find their next Portfolio Investment Director – Hybrid. We are seeking candidates who have capital investment and portfolio analysis experience. If you are interested in this direct placement opportunity and want to work for a stable, growing, and competitive company, we welcome you to fill out an application.


  • Manage investment portfolio, including adding new investments and setting timelines for funding
  • Enhance investment frameworks, establish measures of non-financial critical success factors, conduct business valuations, and create deal strategies
  • Lead finance diligence for all capital investments in the fund, including deal negotiation, types, and structures
  • Collaborate with business areas, such as marketing, operations, and finance, to bring
  • Establish tracking for the financial and operating performance of potential investments
  • Facilitate ongoing strategic partnerships through investment portfolio and business partnerships


  • Bachelor’s degree in business, accounting, finance, or a related field
  • 8+ years experience in accounting, finance, mergers and acquisitions, or a related role with a minimum of 2+ years experience in investment portfolio analysis
  • Industry knowledge of Technology, InsurTech, and/or Insurance

Work Model:

  • Hybrid work schedule 3 days in the office and 2 days at home

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email 

Ref: JOB-39052

Palmer Group

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266

    • Job type: Direct Hire
    • Location: Des Moines, Iowa
    • Date posted:
    • Salary:$130000 - $140000