Apply on Employer Site

Principal Financial Group · 1 day ago

Analyst, Institutional Asset Management

Chicago, IL

Full-time

Hybrid

Entry Level

$69K/yr - $126K/yr

3+ years exp

Principal Financial Group is a leading firm in financial services and technology, and they are seeking an Institutional Sales/Distribution Analyst. The role involves supporting the distribution team with institutional plan sponsors and requires strong organizational and communication skills.

Financial ServicesInsurance

No H1B

Responsibilities

Support institutional sales team members with day-to-day activities

Act as a team representative and critical liaison with external and internal constituents -providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates

Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning

Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials

Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach

Create and update internal Power Point presentations, take meeting notes, track action items and follow up

Manage contact lists and oversee the team’s coordinated outreach related to specific offerings and firm announcements

Assist with project work like pipeline tracking, strategic initiatives and other tasks or projects as directed

Qualification

Financial markets knowledgeSalesforce CRMPowerPoint proficiencyExcel chartingInstitutional investment processesProfessional demeanorWork ethicDetail-orientedCommunicationOrganizational skills

Required

Bachelor's degree in finance, economics, business or related field or 3+ years related work experience

Strong work ethic, self-motivated, driven and collaborative

Passionate about financial markets and investment offerings; ability to understand and articulate basic knowledge related to equities, fixed income and alternatives

Excellent written/verbal communication and relationship building skills

Proficiency with PowerPoint and Excel charting to create internal presentations, reporting and contact tracking

Detail-oriented with strong organizational/time-management skills and ability to manage competing priorities

Comfortable with data entry and database management (CRM experience preferred — e.g., Salesforce and PowerBI)

Professional demeanor for internal and external interactions

Committed to 3 years in this role for effective development and foundational understanding of asset management distribution

FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months

Preferred

Experience working at an asset manager, institutional consultant, plan sponsor, or financial services firm in roles such as an analyst within investor relations, client services, sales support, RFP, operations, etc

Familiarity with DDQ and RFP databases and industry sources such as MMD, eVestment, findaily, Ignites, FundFire, Mercer Insights, PPIQ and P&I

Experience using systems and applications/databases (e.g.Salesforce, PowerBI and Teams)

Understanding of institutional investment processes (search/selection, due diligence, reporting)

CFA Level I or progress

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.

Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

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