Senior Portfolio Analyst, Multi-Asset Investment​/Target Date

What You’ll Do

We’re looking for a Senior Portfolio Analyst to join our Target Date team at Principal Asset Management. In this role, you’ll be responsible for research and development initiatives to improve the construction of target date portfolios!

• Develop and implement multi-asset investment strategies for target date portfolios in line with company objectives and client needs
• Analyze market trends, investor behaviors, and economic developments to incorporate into target date portfolios
• Provide research insights and recommendations to the portfolio management team, as well as communicate complex investment concepts and strategies to clients and stakeholders
• Collaborate with other departments, such as recordkeeping and product development, to identify opportunities for strategy enhancements
• Continuously evaluate and improve investment processes to enhance efficiency and effectiveness
• Stay informed on competitors’ strategies and performance to inform our own investment decisions

Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at

• Bachelor’s or Master’s degree with an emphasis in finance, economics, accounting, or a technical field
• 8+ years of asset class modeling and multi-asset class portfolio construction
• General knowledge of investment vehicles, economic and investment theories, the investment environment, retirement investing, and understanding of Principal Asset Management’s network of specialized investment groups and affiliate product offerings
• A proven track record of strong analytical and research skills as it relates to retirement investing concepts and strategies

• CFA designation
• Knowledge of Target Date Funds and glide path construction
• Experience with Morningstar, Bloomberg, Fact Set, Barra and performance attribution/risk decomposition tools
• Financial modeling experience that includes Excel, Python, or other coding tools
• Strong written and verbal communication skills
• Ability to efficiently and effectively research, compile and analyze information
  
  Ability to manage multiple tasks, work independently in a non-structured environment, and drive results

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

$157000 - $213000 / year

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

No

We’re open to working from our Asset Management offices in Des Moines, New York City, or Seattle. You can check out what our Global Headquarters in Des Moines looks like here:

At this time, we’re not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://(Use the "Apply for this Job" box below).) and Green Card for Employment-Based Immigrants…