Financial Analyst IV
About The Position
Principal Asset Management is hiring a Financial Analyst IV to join the net investment income forecast team. This is a great opportunity to learn more about investments and to partner with senior leadership to help tell the story around net investment income. We're looking for a self-starter who's curious, analytical, and comfortable solving complex problems in a fast-paced environment. You'll work on a mix of quarterly tasks and strategic projects, collaborating with various partners throughout the organization. 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! 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. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 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 10/30/2025 Most Recently Posted Date 10/30/2025
Requirements
- Bachelor's degree in math, actuarial science, finance or related field with a minimum of 4+ years of relevant experience preferred
- Self motivated with excellent problem solving, leadership, and analytical skills
- Excellent communication, interpersonal, customer service and organizational skills required
- Demonstrates the ability to embrace and understand the change process, and effectively guides others through change
- A strong understanding of systems and technical skills required such as excel, SQL, and modeling software.
Nice To Haves
- Investment knowledge and financial planning and analysis experience preferred
Responsibilities
- Financial Analysis and Reporting: using specialized knowledge and expertise to perform analysis on net investment income across Principal.
- Management Reporting: delivering key, concise messages to stakeholders and being able to tell the story around net investment income.
- Ability to meet deadlines and deliver information around results and forecasted results.
- Highly collaborative working with asset modeling team, portfolio management & several business unit senior leaders across Principal Financial Group.
- Assist with various projects that help streamline and create efficient processes.
- Assist with various modeling tasks and understand modeling tool outputs to understand forecasted net investment income
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
