Portfolio Analyst Asset Allocation
Principal Financial Services, Inc., Seattle, WA, United States
What You'll Do
Portfolio Analyst – Asset Allocation (Des Moines, Iowa) Join our Principal Asset Allocation ("PAA") Portfolio Management team supporting Target Date Funds. In this role, you’ll deliver investment forecasts, risk analytics, portfolio modeling, and research insights that help optimize portfolio positioning and performance. Portfolio Construction:
Support asset class research, risk modeling, scenario analysis, and efficient frontier work. Portfolio Analysis:
Create reports that monitor key investment criteria, risk characteristics, and attribution trends. Provide insights and recommendations to the portfolio management team based on independent analysis Portfolio Trading:
Support and execute trading functions that focus on tactical asset allocation and rebalancing efforts Portfolio Reporting:
Communicate portfolio positioning, performance, sub‑advisor updates, and active risk drivers. Assist in preparing and publishing performance commentary for internal and external stakeholders Research & Intellectual Capital:
Contribute to portfolio R&D efforts and other thought‑leadership materials. Continue developing advanced analytical skills to support investment research and portfolio insights Who You Are
Who you Are Bachelor's degree with an emphasis in finance, economics, accounting, math, statistics, or similar technical field General knowledge of investment vehicles, economic and investment theories, the investment environment, and an understanding of Principal Asset Management’s network of specialized investment groups and affiliate product offerings Advanced proficiency in Microsoft Excel, coupled with strong quantitative and analytical skills Skills That Will Help You Stand Out 2+ years of relevant investment-related experience, including exposure to equities, fixed income, and/or multi‑asset class investments Python or similar coding skills preferred CFA designation, or progression towards Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk decomposition tools Charles River experience 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 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)
$83,300 - $104,500 / 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)
The position will be located in Des Moines, IA. You can check out what our Global Headquarters in Des Moines looks like here: 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 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 Analyst – Asset Allocation (Des Moines, Iowa) Join our Principal Asset Allocation ("PAA") Portfolio Management team supporting Target Date Funds. In this role, you’ll deliver investment forecasts, risk analytics, portfolio modeling, and research insights that help optimize portfolio positioning and performance. Portfolio Construction:
Support asset class research, risk modeling, scenario analysis, and efficient frontier work. Portfolio Analysis:
Create reports that monitor key investment criteria, risk characteristics, and attribution trends. Provide insights and recommendations to the portfolio management team based on independent analysis Portfolio Trading:
Support and execute trading functions that focus on tactical asset allocation and rebalancing efforts Portfolio Reporting:
Communicate portfolio positioning, performance, sub‑advisor updates, and active risk drivers. Assist in preparing and publishing performance commentary for internal and external stakeholders Research & Intellectual Capital:
Contribute to portfolio R&D efforts and other thought‑leadership materials. Continue developing advanced analytical skills to support investment research and portfolio insights Who You Are
Who you Are Bachelor's degree with an emphasis in finance, economics, accounting, math, statistics, or similar technical field General knowledge of investment vehicles, economic and investment theories, the investment environment, and an understanding of Principal Asset Management’s network of specialized investment groups and affiliate product offerings Advanced proficiency in Microsoft Excel, coupled with strong quantitative and analytical skills Skills That Will Help You Stand Out 2+ years of relevant investment-related experience, including exposure to equities, fixed income, and/or multi‑asset class investments Python or similar coding skills preferred CFA designation, or progression towards Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk decomposition tools Charles River experience 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 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)
$83,300 - $104,500 / 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)
The position will be located in Des Moines, IA. You can check out what our Global Headquarters in Des Moines looks like here: 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 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