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Principal Financial Group · 14 hours ago

Portfolio Analyst II - Real Estate

Des Moines, IA

Full-time

Onsite

Entry, Mid Level

$86K/yr - $117K/yr

2+ years exp

Principal Financial Group is a trusted leader in financial services, committed to making financial security accessible to all. The Portfolio Analyst II will provide analytical support to the U.S. Property Portfolio Team, assisting with portfolio analysis, information management, and conducting market research.

Financial ServicesInsurance

No H1B

Responsibilities

Develop extensive knowledge of the assets within the portfolio

Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis

Address less complex consultant and client questions regarding portfolio analysis

Ensure a coordinated flow of quality information reaches portfolio managers, consultants, and clients

Assist in the reporting of economic and statistical portfolio reports as required by consultants and clients, and internal stakeholders

Provide quality control of portfolio management information

Conduct ongoing and special project research as necessary

This includes, but is not limited to, in-depth review and analysis of the portfolio, acquisition and disposition candidates, in addition to trends within the real estate investment environment and emerging macro environment that impact real estate supply and demand

Continue to develop an understanding of real estate market/ portfolio dynamics

Qualification

Commercial real estate analysisARGUS modelingMicrosoft ExcelAnalytical skillsOrganizational skillsQuantitative financial backgroundDeadline managementInterpersonal skillsCommunication skillsAttention to detail

Required

Bachelor's degree, or equivalent experience in finance, business or related field

2+ years of analytical commercial real estate experience required, preferably in asset management or acquisitions

Working knowledge of commercial real estate modeling techniques including ARGUS

Proficiency in Microsoft Excel required

Strong analytical, organizational, interpersonal and communication skills (verbal and written)

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

Travel as required, approximately 10%

Preferred

Emphasis in real estate preferred

Experience with modeling software/analysis tools are preferred

Benefits

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.

Company

Principal Financial Group

Glassdoor3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10001+ employees