Senior Portfolio Analyst, Asset Allocation Strategist
Principal Financial Group, Seattle, WA, United States
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 provide relative asset class research and make recommendations to enhance multi-asset class strategy performance!
Develop and enhance relative asset class research models and provide asset allocation recommendations to the target date team.
Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies.
Monitor and analyze market trends, economic developments, and geopolitical shocks and determine their impact on current relative asset class calls.
Communicate complex investment concepts and strategies to portfolio managers and stakeholders.
Who You Are
Seasoned investment professional with direct experience supporting a target date franchise.
A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research.
Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field.
8+ years of relative asset class modeling and asset allocation recommendations.
General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings.
Skills That Will Help You Stand Out
CFA designation.
Experience with Morningstar, Bloomberg, FactSet, Macrobond, 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 Range $157,000 - $213,000 per year.
Benefits Flexible Time Off (FTO) is provided to salaried 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.
Location We’re open to working from our Asset Management offices in Des Moines, New York City, or Seattle.
Work Authorization We are 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.
Equal Opportunity Employer 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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Develop and enhance relative asset class research models and provide asset allocation recommendations to the target date team.
Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies.
Monitor and analyze market trends, economic developments, and geopolitical shocks and determine their impact on current relative asset class calls.
Communicate complex investment concepts and strategies to portfolio managers and stakeholders.
Who You Are
Seasoned investment professional with direct experience supporting a target date franchise.
A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research.
Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field.
8+ years of relative asset class modeling and asset allocation recommendations.
General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings.
Skills That Will Help You Stand Out
CFA designation.
Experience with Morningstar, Bloomberg, FactSet, Macrobond, 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 Range $157,000 - $213,000 per year.
Benefits Flexible Time Off (FTO) is provided to salaried 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.
Location We’re open to working from our Asset Management offices in Des Moines, New York City, or Seattle.
Work Authorization We are 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.
Equal Opportunity Employer 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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