Analyst, Portfolio Management, Private Equity Real Estate
Principal Financial Services, Inc., Des Moines, IA, United States
What You’ll Do
We’re looking for an Analyst to join our Real Estate Equity Portfolio Management team. In this role, you will provide support to the U.S. Property Portfolio Team through performance analysis, reporting, modeling and data-driven insights to help inform investment and strategy level decisions. In addition, you will assist portfolio managers with client and consultant engagement by providing data-oriented insights and participation in external communication.
Portfolio Management: Develop knowledge of the assets within the portfolio, the strategy, and the broader real estate asset class.
Reporting/Analytics: Prepare recurring portfolio, financial reports and presentations under guidance from senior staff. Assist in providing analytical insights on portfolio diversification, operating data, performance returns, attribution, and other asset/portfolio metrics. Ensure accuracy, completeness, and timeliness of a diverse range of reporting deliverables. Support ad hoc analyses and projects as requested.
Teamwork/Collaboration: Demonstrate accountability, attention to detail, strong work ethic, and ability to meet deadlines. Actively seek feedback and contribute to a positive team culture. Support peers by sharing resources and assisting on joint projects.
Other Strategic Initiatives: Contribute to special projects and ad hoc assignments for the portfolio management team. Leverage automation and analytical tools to identify opportunities for efficiency and enhance actionable insights.
Who You Are
Bachelor’s degree, or equivalent experience in finance, business or related field. Emphasis in real estate preferred.
Working knowledge of commercial real estate modeling techniques including ARGUS is preferred. High proficiency in Microsoft Excel required; experience with modeling software/analysis tools is preferred.
Strong analytical, organizational, interpersonal and communication skills (verbal and written).
Success in this position requires attention to detail, a strong quantitative financial background and the ability to make effective decisions.
Ability to work effectively in a deadline driven environment while balancing multiple priorities.
Skills That Will Help You Stand Out
Prior experience or internship in commercial real estate or financial analysis preferred.
Salary Range Information 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.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $73,150 - $99,750 per year
Time Off Program 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.
Pension Eligible No
Location(s) This role will be based out of our World Headquarters located in Des Moines, IA.
Work Authorization/Sponsorship 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 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.
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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Portfolio Management: Develop knowledge of the assets within the portfolio, the strategy, and the broader real estate asset class.
Reporting/Analytics: Prepare recurring portfolio, financial reports and presentations under guidance from senior staff. Assist in providing analytical insights on portfolio diversification, operating data, performance returns, attribution, and other asset/portfolio metrics. Ensure accuracy, completeness, and timeliness of a diverse range of reporting deliverables. Support ad hoc analyses and projects as requested.
Teamwork/Collaboration: Demonstrate accountability, attention to detail, strong work ethic, and ability to meet deadlines. Actively seek feedback and contribute to a positive team culture. Support peers by sharing resources and assisting on joint projects.
Other Strategic Initiatives: Contribute to special projects and ad hoc assignments for the portfolio management team. Leverage automation and analytical tools to identify opportunities for efficiency and enhance actionable insights.
Who You Are
Bachelor’s degree, or equivalent experience in finance, business or related field. Emphasis in real estate preferred.
Working knowledge of commercial real estate modeling techniques including ARGUS is preferred. High proficiency in Microsoft Excel required; experience with modeling software/analysis tools is preferred.
Strong analytical, organizational, interpersonal and communication skills (verbal and written).
Success in this position requires attention to detail, a strong quantitative financial background and the ability to make effective decisions.
Ability to work effectively in a deadline driven environment while balancing multiple priorities.
Skills That Will Help You Stand Out
Prior experience or internship in commercial real estate or financial analysis preferred.
Salary Range Information 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.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $73,150 - $99,750 per year
Time Off Program 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.
Pension Eligible No
Location(s) This role will be based out of our World Headquarters located in Des Moines, IA.
Work Authorization/Sponsorship 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 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.
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.
#J-18808-Ljbffr