What Youll Do
We're looking for a Financial Analyst III to join our Principal Asset Management business on our Financial Planning & Analysis team. In this role, the primary focus will be analyzing the consolidated financial performance, including the drivers of assets under management, and assisting in developing and communicating the forecast to senior leadership!
- Analyzing monthly, quarterly, and annual financial results.
- Developing management reporting to highlight the status of key performance indicators.
- Communicating financial results to senior leadership and key partners across the Principal enterprise.
- Collaborating with multiple business partners to understand opportunities for asset and revenue growth.
- Evaluating expenses and guiding the CFO on key changes in staffing across the global business.
- Forecasting revenue and expenses for the global asset management business.
- Driving the completion of ad-hoc and recurring analyses to uncover insights into the health of the business and benchmark against the competition.
This team provides an opportunity to learn all the aspects of the global asset management operating model from the investment management structure across asset classes through the various funds platforms and distribution services and has the responsibility for understanding and communicating how strategic initiatives will impact performance to senior leadership.
Who You Are
- Bachelors degree in math, actuarial science, finance or equivalent experience.
- 2+ years of relevant experience preferred.
- Must have strong sense of curiosity, problem solving, attention to detail and analytical skills.
- Good oral and written communication skills.
- Must have good interpersonal, customer service, and organizational skills.
- Demonstrates the ability to accept and adapt to a changing environment.
Skills That Will Help You Stand Out
- Knowledge of excel and PowerBI, or the ability to learn, is preferred.
- Aptitude in programming languages is preferred.
Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramPension EligibleAdditional Information
Work Environments
This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements at our Des Moines, IA headquarters. You'll work with your leader to figure out which option may align best based on several factors.
Work Authorization/Sponsorship
At this time, were 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.
and
Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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