Portfolio Manager

1 week ago


Seattle, Washington, United States Principal Financial Group Full time
Portfolio Analyst Job Description

We are seeking a skilled Portfolio Analyst to support our Principal Asset Allocation's Portfolio Management team. As a key member of our team, you will provide critical support in the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.

Key Responsibilities:
  • Monitor, reconcile, and manage client portfolios, ensuring liquidity and optimal investment performance.
  • Rebalance portfolios to maintain target asset allocations and optimize returns.
  • Conduct research and analysis to support portfolio decisions, including generating and analyzing performance attribution reports.
  • Develop and maintain thorough process and workflow documents to ensure efficient operations.
  • Collaborate with internal constituents to enhance reporting capabilities and operational processes.
Requirements:
  • Bachelor's degree in an investment-related field or equivalent experience.
  • 3+ years of direct experience in portfolio implementation, analysis, or management.
  • Strong analytical skills and hands-on experience with performance or risk-based platforms.
  • Excellent Excel skills, with VBA proficiency a plus.
Preferred Qualifications:
  • Public and/or private market experience.
  • CFA designation or progression towards.
  • Familiarity with an Order Management System (OMS).

At Principal, we value our employees' unique experiences, backgrounds, and talents. We offer comprehensive, competitive benefit offerings to protect their physical, financial, and social well-being. If you're a motivated and detail-oriented individual with a passion for investment analysis, we encourage you to apply for this exciting opportunity.


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