Portfolio Analyst
5 days ago
We are seeking a highly skilled Portfolio Analyst to join our team at Principal Financial Group. As a key member of our Principal Asset Management team, you will play a critical role in supporting the day-to-day implementation and management of multi-asset, multi-manager outcome-oriented strategies.
Key Responsibilities- Portfolio Monitoring and Reconciliation: Monitor and reconcile client activity, ensuring accurate and timely investment and divestment decisions.
- Rebalance Activity: Conduct regular rebalancing activities to maintain optimal portfolio allocations.
- Manager and Asset Allocation Changes: Analyze and implement manager and asset allocation changes to optimize portfolio performance.
- Performance Attribution: Generate and analyze performance attribution reports to understand the implications of portfolio positions and decisions.
- Portfolio Construction Analytics: Run portfolio construction analytics and perform research to support portfolio decisions.
- Reporting and Communication: Develop and communicate insightful and succinct fund commentaries to stakeholders.
- Process Improvement: Coordinate with internal constituents to enhance reporting capabilities and operational processes.
- Education: Bachelor's degree with an emphasis in an investment-related field.
- Experience: 3+ years of direct experience in portfolio implementation/analysis/management.
- Skills: Strong analytical skills, hands-on experience with performance or risk-based platforms, and proficiency in Excel (VBA a plus).
- Competitive Salary: Salary ranges below reflect targeted base salaries.
- Bonus Program: Non-sales positions have the opportunity to participate in a bonus program.
- Flexible Time Off: Salaried employees are eligible for Flexible Time Off (FTO) with pay for vacation, personal, or short-term illness.
At Principal Financial Group, 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 mission, integrity, and customer focus have made us a trusted leader for over 140 years.
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