• LOCATION:NONE

See The Original Here

What Youll Do

Principal Financial Group has an opportunity for an

Investment Performance and Analytics Associate

As an Investment Performance and Analytics Associate at Principal Financial Group, you will be responsible for

  • Develop / build out additional capabilities in support of new business and operational objectives.
  • Ensure accurate and timely distribution of GIPS composite performance along with total return investment performance and risk measures for portfolios and benchmarks. Provide support to marketing area by responding to clients and consultants routine ad-hoc performance inquires and/or RFP/consultant questionnaires.
  • Support various investment team's GIPS claim of compliance in line with CFA's Institute's Global Investment Performance Standards and regulatory requirements.
  • Measure, calculate, analyze and report on daily and periodic composite, index and portfolio performance, security level data and performance related statistics for assigned asset class portfolios ensure accuracy and reasonableness of output.
  • Research, and resolve complex performance investment performance data anomalies, system issues and/or client inquires. Prepare investment performance reports and maintain controls in alignment with internal policies and clients' needs.
  • Collaborate with internal and external partners including senior operations, client services, and compliance to share information and resolve problems.
  • Support global investment initiatives through participation in projects, process reviews and/or system enhancements.
  • Evaluate the firms investment performance relative to client benchmarks.
  • Provide training to junior staff and global team members as needed.

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!

Who You Are

We are looking for someone with

  • Bachelors degree, or equivalent, in accounting, finance, economics or business
  • 2+ years professional experience in investment/mutual fund operations or related field
  • Understanding of financial markets, investment strategies, security types, risk statistics, investment performance and Global Investment Performance Standards.
  • Proven analytical, problem solving, interpersonal, time management, planning, decision making, relationship building and communication skills
  • Proficiency with Microsoft Office specifically Excel VLOOKUP, creating and using pivot tables, macros, SQL

Successful candidate will also have the following

  • Familiarity with Bloomberg, Power BI and Eagle Investment Performance System
  • Strong desire for continued education in CIPM, CFA, Masters and Data Analytic skills
  • Detail orientation
  • Ability to prioritize and balance multiple, increasingly sophisticated, tasks and be flexible as business needs change
  • Ability to take initiative, be a self-starter and work independently includes project work

Location

This role offers the ability for fully remote and in-office or hybrid work arrangements within 50 miles of Des Moines IA.

What youll get from us

  • Competitive pay, benefits, perks and more.
  • We'll reward you for the skills and experience you have.
  • Respect for your unique perspective.
  • Diversity, inclusion and empowerment are at the core of our culture.
  • A career, not just a job.
  • Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.
  • The ability to have a great job and a great life
  • . Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility needed to find the right balance between your job and the rest of your life.

Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramPension EligibleAdditional Information

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

Nonimmigrant Workers

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

careers site

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.

Posting WindowOriginal Posting DateMost Recently Posted Date

LinkedIn Remote Hashtag