Portfolio Management Associate, Equities at Principal Financial Group

Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

121200.0

Posted On

08 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Communication Skills, Excel, Mathematical Skills, Risk/Return Metrics, Performance Attribution, Compliance Monitoring, Data Analysis, Operational Consistency, Client Support, Project Improvement, Adaptability, Multi-tasking, Attention to Detail

Industry

Financial Services

Description

What You'll Do We’re looking for an Equity Portfolio Management Associate to join the Principal Equities team. In this role, you’ll provide trading, reporting, and ad-hoc support to the Portfolio Management team! Portfolio Management Support: Provide analytical support to Portfolio Managers by monitoring cash, entering trades and assisting with compliance monitoring. Operations Oversight: Act as operational liaison with Principal Asset Management operations & compliance teams to address issues and ensure operational consistency with firm practices. Marketing Support & Data Analysis: Provide accurate information to our client for marketing needs. Performance: Act as subject matter expert for data analysis and reporting, including risk/return metrics and performance attribution. Provide input on projects to improve reporting systems and processes through automation and optimizing operational support. 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 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 required by December 2025 in finance, economics, accounting, engineering, statistics or mathematics Previous internship/experience in investments, equities preferred Advanced use of Excel Skills That Will Help You Stand Out At least two years of work experience in investments Experience with derivatives with an options focus Experience with FactSet, Bloomberg, Charles River Progress towards CFA Charter Strong mathematical and analytical skills Ability to work independently, prioritize responsibilities, adapt to changes in tasks when necessary, and multi-task throughout each day Excellent communication skills and attention to detail, including the ability to tactfully, assertively, and professionally handle difficult situations with clients and brokers 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. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $121200 / 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 Location This role will be based out of our World Headquarters located in Des Moines, IA. You can check out what our Global Headquarters looks like here: Work Environments This role offers the ability for in-office or four days in-office and one day remote. You’ll work with your leader to figure out which option may align best based on several factors. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. 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, backgro Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/7/2025 Most Recently Posted Date 11/7/2025

Responsibilities

The Equity Portfolio Management Associate will provide trading, reporting, and ad-hoc support to the Portfolio Management team. Responsibilities include monitoring cash, entering trades, assisting with compliance monitoring, and providing analytical support.