Analyst - Investment Analytics
About The Position
As an Analyst - Investment Analytics at Principal Financial Group, you will immerse yourself in a dynamic environment, providing critical insights and analytics to improve our sales strategies. This role is outstanding in its focus on delivering flawless investment analysis, enabling our team to strictly compete in the market. You will collaborate closely with our sales teams, offering vital support and expertise to ensure our investment products are exceptionally positioned. Key responsibilities include: 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. 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!
Requirements
- Bachelor's degree (Financial or Business degree preferred) or equivalent, plus 2+ years of related experience.
- 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
Nice To Haves
- CFA, CAIA, or CIMA candidacy, or progression towards designation, or equivalent experience, is desired.
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
