Analyst II
2 weeks ago
As an Analyst II on the Retirement Plan Design Consulting team, you will have the opportunity to work alongside retirement plan design experts to create innovative solutions that meet the ever-changing needs of Principal's largest clients In this role you will utilize analytical techniques to create customized projects and reports that enhance plan design understanding, simplify complexities, and aid in decision making for retirement plan sponsors. This role uses Microsoft Excel and Access, VBA, SQL, and SAP Business Objects to pull, organize, analyze, and present data for internal and external reporting. This is an exciting position that drives forward thinking solutions
Additional responsibilities may include:
- Modeling cost, plan health, and participant outcome impacts when plan design changes occur.
- Benchmarking analysis on retirement plan design features.
- Cultivating and maintaining relationships with client services teams to gain ongoing understanding of specific client needs to facilitate delivery of valuable services.
- Support client retention and new business efforts.
Skills required:
- Bachelor's degree in finance, economics, data analytics, statistics, math, actuarial science or equivalent experience preferred.
- 2+ years related experience.
- Aptitude in programming languages, including SQL and VBA, preferred.
- Strong Excel background.
- Requires ability to work independently, good organization, prioritization, customer service, and oral and written communication.
- Strong problem solving, analytical, and big-picture/conceptual skills.
- Ability to maintain accuracy and confidentiality.
- Good oral and written communication skills required.
- Good interpersonal, customer service, project management, and organizational skills.
- Demonstrates the ability to accept and adapt to a changing environment.
- Knowledge of spreadsheet and database or similar PC software packages, or the ability to learn, is preferred.
- Freedom to innovate and experiment with different ideas and solutions.
- Encourages and supported in pursuing continuous improvement in yourself, your team, and the solutions you build.
- Contribute to key decision in how our products and services are built.
- Find opportunities for career growth.
- Work with great people in a collaborative environment.
- Great corporate benefits like a relaxed dress code and cultural focus on work/life balance.
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$ $98400 / year
Time Off Program
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.
Pension Eligible
Yes
Additional Information
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC).
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
4/26/2024
Most Recently Posted Date
5/21/2024
LinkedIn Remote Hashtag
#LI-Remote
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