Principal Financial Group · 5 hours ago
Senior Portfolio Analyst, Multi-Asset Investment/Target Date
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$157K/yr - $213K/yr
8+ years expPrincipal Financial Group is a leading investment solutions provider managing about $580 billion in assets. They are seeking a Senior Portfolio Analyst to join their Target Date team, responsible for developing multi-asset investment strategies and providing research insights to enhance target date portfolios.
Financial ServicesInsurance
No H1B
Responsibilities
Develop and implement multi-asset investment strategies for target date portfolios in line with company objectives and client needs
Analyze market trends, investor behaviors, and economic developments to incorporate into target date portfolios
Provide research insights and recommendations to the portfolio management team, as well as communicate complex investment concepts and strategies to clients and stakeholders
Collaborate with other departments, such as recordkeeping and product development, to identify opportunities for strategy enhancements
Continuously evaluate and improve investment processes to enhance efficiency and effectiveness
Stay informed on competitors' strategies and performance to inform our own investment decisions
Qualification
Required
Bachelor's or Master's degree with an emphasis in finance, economics, accounting, or a technical field
8+ years of asset class modeling and multi-asset class portfolio construction
General knowledge of investment vehicles, economic and investment theories, the investment environment, retirement investing, and understanding of Principal Asset Management's network of specialized investment groups and affiliate product offerings
A proven track record of strong analytical and research skills as it relates to retirement investing concepts and strategies
Preferred
CFA designation
Knowledge of Target Date Funds and glide path construction
Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk decomposition tools
Financial modeling experience that includes Excel, Python, or other coding tools
Strong written and verbal communication skills
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
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
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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