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Principal Financial Group - New York, NY

posted about 1 month ago

Full-time - Mid Level
Hybrid - New York, NY
Funds, Trusts, and Other Financial Vehicles

About the position

We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio management and Principal Fixed Income's clients worldwide! Advocate for and commercially advance Principal's global fixed income platform. Act as an extension of our portfolio management teams. Deliver a best-in-class client experience.

Responsibilities

  • Support client/prospect engagement efforts
  • Develop collateral and help build Principal Fixed Income's advocacy internally and externally
  • Oversee investment team review of RFPs and DDQs
  • Conduct internal trainings
  • Complete ad hoc requests as needed

Requirements

  • 5+ years of financial services-related experience with a focus on the asset management industry and fixed income markets
  • Undergraduate degree with an excellent academic background, preferably within a finance-related field (e.g., economics, finance, statistics, etc.)
  • Extensive knowledge of fixed income markets and the asset management industry

Nice-to-haves

  • Additional credentials or progress towards obtaining additional credentials; preferably, a CFA or MBA
  • Deep knowledge across fixed income sectors, including familiarity with high yield, municipals, investment grade credit, securitized debt and multi-sector fixed income strategies/products
  • Excellent professional presentation and communication skills
  • Experience working within US/global institutional investment management and associated sales channels
  • Strong organizational skills, with an ability to manage a high volume of work with tight deadlines
  • Self-starter who can work effectively on their own, while being able to efficiently navigate a large organization to obtain data and information
  • Advanced Excel and PowerPoint skills, with the ability to manipulate data and build polished presentations independently
  • Advanced technical skills including familiarity with Bloomberg, BlackRock Solutions Aladdin Suite, eVestment, Morningstar, iMoneyNet and other related industry third-party systems
  • Creativity

Benefits

  • Flexible Time Off (FTO) for salaried employees
  • Opportunity to participate in a bonus program for non-sales positions
  • Sales positions are eligible for sales incentives and bonus plans
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