Senior Portfolio Analyst - Remote Position

About the Role

We’re looking for a Senior Portfolio Analyst remote to join our Target Date team at Principal Asset Management. In this role, you’ll be responsible for research and development initiatives to improve the construction of target date portfolios!

What You'll Do

• Develop and implement multi-asset investment strategies for target date portfolios in line with company objectives and client needs.
• Analyze market trends, investor behaviors, and economic developments to incorporate into target date portfolios.
• Provide research insights and recommendations to the portfolio management team, as well as communicate complex investment concepts and strategies to clients and stakeholders.
• Collaborate with other departments, such as recordkeeping and product development, to identify opportunities for strategy enhancements.
• Continuously evaluate and improve investment processes to enhance efficiency and effectiveness.
• Stay informed on competitors' strategies and performance to inform our own investment decisions.

Requirements

• Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field.
• 8+ years of asset class modeling and multi-asset class portfolio construction.
• General knowledge of investment vehicles, economic and investment theories, the investment environment, retirement investing, and understanding of Principal Asset Management's network of specialized investment groups and affiliate product offerings.
• A proven track record of strong analytical and research skills as it relates to retirement investing concepts and strategies.

Nice to Have

• CFA designation.
• Knowledge of Target Date Funds and glide path construction.
• Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk decomposition tools.
• Financial modeling experience that includes Excel, Python, or other coding tools.
• Strong written and verbal communication skills.

What We Offer

• Flexible Time Off (FTO) program allowing you to take time away from the office with pay for vacation, personal or short-term illness.
• Pension eligibility.
• Competitive salary range of $157,000 - $213,000 per year.
• Opportunity to work with a leading financial services company recognized as a “Best Places to Work in Money Management” for 14 consecutive years.
• Comprehensive benefits that support your physical, financial, and social well-being.

Join us as a Senior Portfolio Analyst remote and be part of a team that values 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!