Portfolio Analyst III - Commercial Real Estate

at  Principal Financial Group

What You’ll Do:

We’re looking for a Portfolio Analyst III to join our General Account portfolio management team. In this role, you’ll provide analytical, reporting, and other support within a real estate investment team!

• Maintain extensive knowledge of the assets within assigned portfolios. Provide analytical support regarding client business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis and other relevant financial analysis. Maintain positive client relationships by establishing close contact with external and internal clients. Address client questions regarding portfolio analysis process.
• Ensure a coordinated flow of quality information reaches portfolio manager(s), real estate investment teams and clients. Assist in the design, preparation and reporting of economic and statistical portfolio reports as required by clients, regulatory agencies and others. Provide quality control of portfolio management information.
• Assist portfolio manager(s) with major accounts or funds
• Responsibilities may also include generation of client reports, on-boarding and processing of investments, and assistance in the development and launch of new strategies, funds and separate accounts
• Act as a liaison with internal service providers for the fund
• Develop and maintain understanding of real estate market/portfolio dynamics. This includes travel to relevant markets
• Mentor and share knowledge with less experienced analysts

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being 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 more than 140 years!
Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Who You Are:

• Bachelor’s degree or eight years experience in finance, business or related field; preferably real estate emphasis
• 4+ years of analytical commercial real estate experience
• Experience in commercial real estate modeling techniques

EXPERIENCE PRINCIPAL

At Principal, we value 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. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

• Maintain extensive knowledge of the assets within assigned portfolios. Provide analytical support regarding client business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis and other relevant financial analysis. Maintain positive client relationships by establishing close contact with external and internal clients. Address client questions regarding portfolio analysis process.
• Ensure a coordinated flow of quality information reaches portfolio manager(s), real estate investment teams and clients. Assist in the design, preparation and reporting of economic and statistical portfolio reports as required by clients, regulatory agencies and others. Provide quality control of portfolio management information.
• Assist portfolio manager(s) with major accounts or funds
• Responsibilities may also include generation of client reports, on-boarding and processing of investments, and assistance in the development and launch of new strategies, funds and separate accounts
• Act as a liaison with internal service providers for the fund
• Develop and maintain understanding of real estate market/portfolio dynamics. This includes travel to relevant markets
• Mentor and share knowledge with less experienced analyst