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Principal Financial Group · 2 weeks ago

Senior Portfolio Associate, Corporate Private Placements and Private Infrastructure Debt

Des Moines, IA

Full-time

Onsite

Mid, Senior Level

$110K/yr - $187K/yr

3+ years exp

Principal Financial Group is a purpose-led firm motivated by the mission to make financial security accessible to all. The Senior Portfolio Associate will provide operational support to the Corporate Private Placements and Infrastructure Debt teams, focusing on portfolio monitoring, client servicing, and ensuring timely execution of internal workflows.

Financial ServicesInsurance

No H1B

U.S. Citizen Only

Responsibilities

Monitor portfolio holdings for financial reporting and covenant compliance tracking

Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams

Support coordination with client requests and ad hoc portfolio monitoring and reporting

Support inquiries from marketing, RFP, product, distribution, clients, and client reporting

Develop knowledge of financial markets, current events, laws and regulations, tax and accounting trends and implications and business operating trends

Qualification

Financial markets experiencePortfolio managementAdvanced Excel proficiencyCredit analysis familiarityDebt trading platformsMulti-tasking abilityCollaboration skillsAttention to detail

Required

Bachelor's degree in a technical field (ie, finance, accounting, economics, statistics, engineering, data science, business analytics)

3+ years investment related work experience

Experience in financial markets with exposure to fixed income including investment strategies, or portfolio management

Advanced proficiency in Excel

Preferred

Familiarity with credit analysis, debt instruments, and related financial products

Hands-on experience with Bloomberg, Charles River, or other debt trading platforms

Strong collaboration skills with the ability to build and maintain effective relationships across teams

Exceptional attention to detail, with proven ability to multi-task and prioritize in a fast-paced environment

Undergraduate GPA of 3.5 or above

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.

The bonus is a profit share plan, paid annually.

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