Portfolio Manager

4 days ago


Seattle, Washington, United States Principal Financial Group Full time

We're seeking a skilled Portfolio Manager to support our Principal Asset Allocation's Portfolio Management team. In this role, you'll 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 returns.
  • Rebalance portfolios to maintain target asset allocations and optimize performance.
  • Collaborate with internal constituents to enhance reporting capabilities and operational processes.
  • Develop and maintain thorough process and workflow documents.
  • Contribute to research, analysis, and development of thought leadership content on topical investment ideas.

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.
  • Proficiency in Excel, with VBA skills a plus.

Preferred Qualifications:

  • Public and/or private market experience.
  • CFA designation or progression towards.
  • Familiarity with an Order Management System (OMS).

About Principal:

At Principal, we value connecting on both a personal and professional level. We're a purpose-led firm, motivated by our mission to make financial security accessible to all. Our success depends on the unique experiences, backgrounds, and talents of our employees.


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