Institutional Sales Analyst

3 weeks ago

Chicago, United States Principal Financial Group Full time

What You'll Do:
As an Analyst in Principal Asset Management’s Institutional team, you will contribute to the team’s engagement with external institutional asset owners and investment consultants, collaborate with Institutional sales, marketing, product development and other investment professionals to maximize the firm’s ability to generate interest across capabilities with consultants by providing analytical support and internal reporting

**You will have an opportunity to**:

- Develop internal reporting of the competitive environment through research and review of market intelligence sources (e.g., MMD, findaily, Ignites, FundFire, Mercer Insights, PPIQ, MIM) and industry publications (e.g., P&I) to help identify emerging trends that could impact the firm.
- Conduct various types of analytics to discern changing levels of search activity.
- Assist the Institutional Sales team Managing Directors and Directors in the coordination with other professionals throughout the organization. (e.g., portfolio managers, product specialists, product managers, business development/sales).
- Assist with preparations for meetings, conferences, etc. Share call notes including clients in common across strategies. Contribute to helping ensure that the firm’s interactions and responsiveness to clients is best in class. Assist the team with internal updates / materials for sales calls, boutique meetings, monthly OC reporting, etc. (using Salesforce and other sources).
- Assist as necessary with the completion of various requests from prospective clients.

Who You Are:

- Bachelor’s Degree or eight years work experience
- Proficient with Excel, PowerPoint, and Word
- Financial market and investment knowledge through internships and/or work experience or CFA progression

**Skills That Will Help You Stand Out**:

- FINRA licensing including SIE or equivalent, series 7 and series 63 required within 9 months
- Experience using marketing intelligence sources (e.g., MMD, findaily, Ignites, FundFire, Mercer Insights, PPIQ, MIM)
- Power BI
- Must be able to attend to the day-to-day details while maintaining a strategic, analytical focus on the big picture

Salary Range Information: 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: $71250 - $121200 / 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: No Additional Information:
**Work Environments**:
This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek). You’ll work with your leader to determine which option may align best based on several factors.

**Locations**:
Locations for in-office or hybrid talent include Charlotte, Des Moines, Chicago, New York and Seattle is not a preferred location but may also be considered.

**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**:
**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.

  • Institutional Sales Analyst

    5 days ago

    Chicago, Illinois, United States Principal Financial Group Full time

    What You'll Do:As an Analyst in Principal Asset Management's Institutional team, you will contribute to the team's engagement with external institutional asset owners and investment consultants, collaborate with Institutional sales, marketing, product development and other investment professionals to maximize the firm's ability to generate interest across...

  • Sales Operations Analyst

    5 days ago

    Chicago, Illinois, United States Old Mission Full time

    Old Mission is a global proprietary trading firm that leverages state-of-the-art technology and research to identify and execute profitable trading strategies across multiple asset classes around the world. Our offices in Chicago, New York, London, and Singapore are all composed of naturally-curious individuals who thrive in a team environment and constantly...

  • Institutional Outside Sales Representative

    4 weeks ago

    Chicago, United States TradeStation Full time

    #WeAreTradeStationWho We Are:TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge.  At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for...

  • Institutional Outside Sales Representative

    4 weeks ago

    Chicago, United States TradeStation Full time

    **#WeAreTradeStation** **Who We Are**: TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to claim their individual financial edge. At TradeStation, we're continuously pushing the boundaries of what's possible, encouraging out-of-the-box thinking and relentless search for...

  • Sales Support Analyst

    2 weeks ago

    Chicago, United States Glanbia plc Full time

    The Sales Analyst is responsible for driving sales performance and delivering world-class solutions to customers in the food & nutrition industries by supporting Key Account Managers. This role should understand account strategies, execute initiative Support Analyst, Sales, Support, Customer Experience, Sales Analyst, Project Management, Manufacturing,...

  • Director, Institutional Sales

    3 hours ago

    Chicago, United States eFinancialCareers Full time

    Responsibilities: Raise capital from institutions in the Midwest region for global investment products. Initiate research to target potential investors for business development and attend investor meetings.?? Serve as the primary investment contact for assigned prospects and / or intermediaries. Build strong relationships with field consultants gathering...

  • Sales Analyst

    2 weeks ago

    Chicago, United States TC Transcontinental Full time

    **Sales Analyst**: **Create value at TC Transcontinental**: **At TC Transcontinental, we've got it made, and that's because of the expertise of our team.**: We are currently looking for a full time Sales Analyst to manage and support the processes and systems related to the collection, analysis, reporting and maintenance of sales data. The incumbent will...

  • Sales Analyst

    3 weeks ago

    Chicago, United States BGSF Full time

    Our client in the manufacturing industry is looking for an entry-level Sales Analyst to support their team starting ASAP, with potential to convert to FTE at the end of this summer. This is an onsite position located in Glendale Heights, IL. Responsibilities will include working with sales data in the client’s ERP system, Excel and Tableau. This person...

  • Sales Analyst

    4 weeks ago

    Chicago, United States TC Transcontinental Full time

    Sales Analyst Create value at TC Transcontinental At TC Transcontinental, we've got it made, and that's because of the expertise of our team. We are currently looking for a full time Sales Analyst to manage and support the processes and systems related to the collection, analysis, reporting and maintenance of sales data. The incumbent will develop...

  • Customer Sales Analyst

    4 weeks ago

    Chicago, United States Yowcow Full time

    **Customer Sales Analyst - (Chicago, IL)** * > Posted 1 month ago **Reply to Seller** **55965BR** **Required ID:** 55965BR **Position Number:** 11006728 Analyst Customer Sales **Position summary:** **SUMMARY:** Responsible for the analysis, reporting performance, scorecard development, and pricing bandwidth monitoring for all Tyson Prepared Foods categories...

  • SVP, Institutional Client Advisor

    4 weeks ago

    Chicago, United States Franklin Templeton Full time

    At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

  • Sales Contract Analyst

    1 week ago

    Chicago, United States 1WorldSync Full time

    Are you an experienced sales support professional who is looking to make the move to a forward-thinking tech company? Do you enjoy collaborating with sales, support, finance and legal teams in order to help facilitate new contract and renewal management? Good news! 1WorldSync is looking for a **Sales Contract Analyst **to join our team at our **downtown...

  • Consulting Analyst, Financial Institutions

    4 weeks ago

    Chicago, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Consulting Analyst is responsible for...

  • Consulting Analyst, Financial Institutions

    4 weeks ago

    Chicago, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Consulting Analyst is responsible for...

  • Consulting Analyst, Financial Institutions

    4 weeks ago

    Chicago, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Consulting Analyst is responsible for...

  • Consulting Analyst, Financial Institutions

    3 weeks ago

    Chicago, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Consulting Analyst is responsible for...

  • Consulting Analyst, Financial Institutions

    3 weeks ago

    Chicago, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Consulting Analyst is responsible for...

  • Analyst/Sr Analyst, Sales Strategy

    5 days ago

    Chicago, Illinois, United States Salesforce Full time

    As part of a high-performance, fast-paced, and collaborative team, your role will encompass all aspects of running a successful sales organization, which includes GTM (Go-To-Market) planning, growth strategy, sales forecasting, business operations, a Analyst, Operations, Strategy, Business Operations, Sales, Sales Leader, Technology

  • Sales and Marketing Analyst

    4 days ago

    Chicago, Illinois, United States Hilton Full time

    Sales and Marketing Analyst - Hilton Chicago O'Hare AirportThe Hilton Chicago O'Hare Airport and Rosemont is looking for a dynamic complex Sales & Marketing Analyst to join their amazing teamWhat will I be doing?As a complex Sales & Marketing Analyst you will manage and assess all incoming group sales leads to aid the sales team's efforts to increase group...

  • Senior Analyst, Sales

    2 months ago

    Chicago, United States Mike's Hard Full time

    The Sr. Analyst will be responsible for analyzing the performance of Mark Anthony Brand's portfolio and highlighting opportunities to Sales Leadership and other stakeholders. This role will support the SVP of Sales and Director, with performance reporting, depletions database management, KPI development and tracking, and developing performance dashboards for...