Analyst - Investment AnalyticsPrincipal Financial Services, Inc. • United States
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Analyst - Investment Analytics
Principal Financial Services, Inc.
- United States
- United States
Über
Conducting detailed analysis on performance, risk, style, holdings, and qualitative attributes of funds available through Principal's investment platform.
Preparing detailed performance and analytical reports, sharing insights and recommendations to ensure alignment with our world-class standards.
Proactively educating and updating business partners within the sales distribution channel.
Conducting training sessions for both new and existing employees to guarantee perfect implementation of our sales strategies.
Performing other job-related duties or ambitious special projects as required.
Who You Are
Bachelor's degree (Financial or Business degree preferred) or equivalent, plus 2+ years of related experience.
CFA, CAIA, or CIMA candidacy, or progression towards designation, or equivalent experience, is desired.
Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint, Excel, and Word.
Strong analytical, organizational, time-management, and outstanding verbal and written communication skills.
Good understanding of the asset management business and investment products.
Diligent with the ability to effectively and professionally communicate and build relationships with various collaborators.
Able to efficiently research, analyze, and synthesize information.
Must be customer service and team-oriented, able to work independently, and adept at managing multiple requests to strict deadlines.
Some travel may be required.
Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. The following licenses need to be acquired within 6 months of hiring:
Series 7
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.
Analyst - Investment Analytics: $73,150- $99,750/ year Sr. Analyst - Investment Analytics: $89,300 - $120,650/ year
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $73150 - $120650 / 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
Job Level We'll consider talent at the next level with the right experiences and skills. To consider candidates at the Sr. Analyst – Investment Analytics level please see below for qualifications:
Bachelor's degree (Financial or Business degree preferred) or equivalent, plus 5+ years of related experience resulting in knowledge of retirement and investment products.
Advanced degree and/or industry designations such as CFA or CIMA preferred.
Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint, Excel, and Word.
Detail‑oriented with strong accuracy and follow‑through.
Proven relationship‑building skills across various stakeholders.
Strong research abilities with the capacity to efficiently analyze and synthesize information.
Adept at managing multiple requests while meeting strict deadlines.
Capable of making sound, independent business decisions.
Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. The following licenses need to be acquired within 6 months of hiring:
Series 7 & 63
Location This position is based out of our Des Moines, IA office and will have a hybrid work arrangement of 3 days in the office and 2 days remote.
Work Authorization/Sponsorship At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please refer to the provided links.
Investment Ethics Code In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.
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.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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