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Principal Financial Group · 2 days ago

Portfolio Management Associate, Equities

Des Moines, IA

Full-time

Hybrid

Entry, Mid Level

$71K/yr - $96K/yr

2+ years exp

Principal Financial Group is a purpose-led firm that builds financial tools to help customers live better lives. The Equity Portfolio Management Associate will provide trading, reporting, and ad-hoc support to the Portfolio Management team, ensuring operational consistency and assisting in performance analysis.

Financial ServicesInsurance

No H1B

Hiring Manager

Larry Twitty, Jr.

Responsibilities

Provide analytical support to Portfolio Managers by monitoring cash, entering trades and assisting with compliance monitoring

Act as operational liaison with Principal Asset Management operations & compliance teams to address issues and ensure operational consistency with firm practices

Provide accurate information to our client for marketing needs

Act as subject matter expert for data analysis and reporting, including risk/return metrics and performance attribution

Provide input on projects to improve reporting systems and processes through automation and optimizing operational support

Qualification

ExcelData analysisInvestments experienceDerivatives experienceFactSetBloombergCharles RiverCFA progressMathematical skillsAnalytical skillsCommunication skillsAttention to detail

Required

Bachelor's degree required by December 2025 in finance, economics, accounting, engineering, statistics or mathematics

Advanced use of Excel

Preferred

Previous internship/experience in investments, equities preferred

At least two years of work experience in investments

Experience with derivatives with an options focus

Experience with FactSet, Bloomberg, Charles River

Progress towards CFA Charter

Strong mathematical and analytical skills

Ability to work independently, prioritize responsibilities, adapt to changes in tasks when necessary, and multi-task throughout each day

Excellent communication skills and attention to detail, including the ability to tactfully, assertively, and professionally handle difficult situations with clients and brokers

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.

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