Intern Client Experience - Asset Management

Principal Financial Group•Des Moines, IA

28d•$20 - $31•Hybrid

About The Position

We're looking for a Summer 2026 Intern to join our Client Experience (CX)team within Asset Management. This summer internship within CX will allow you to see all aspects of the client journey and participate in enhancing it. Principal Asset Management is a premier global asset management firm with over $580 Billion in assets under management. Principal Asset Management is the perfect opportunity to gain real world experience in the asset management industry. We operate globally and therefore, you will be a part of our global client experience department that is responsible for supporting sales in gaining new assets, onboarding new clients, and servicing current clients. Each intern opportunity will differ based on the needs of the business area. Generally, interns will be exposed to or be responsible for: Owning a portion of a client due diligence questionnaires (DDQs) or requests for proposals (RFPs). Client metric reporting and trend analysis. Client relationship management (CRM) system or client portal projects and enhancements. Many projects may span across all teams within Client Experience. You will collaborate with the CX group and our stakeholders within Distribution, Operations, or Investment teams to complete tasks and develop solutions. 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

Working towards or have an undergraduate or graduate degree in Finance, Accounting, Economics, Data Analytics, Business Analytics, or related majors
Excellent problem solving, analytical, organizational, and communication skills required
Work in fast-paced environment
Intellectual curiosity
Minimum 3.0 GPA
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.
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.

Nice To Haves

Intermediate to advance Microsoft Office skills (including Word, Excel, and PowerPoint)
Intermediate to advanced understanding of investment concepts
Exposure with data visualization tools such as Tableau, Power BI or others are a plus
Highly detail oriented, curious, and self-driven
Willingness to tackle new tasks and look for ways to improve or automate processes
Project oriented with ability to drive and compile meaningful results
The ideal candidate will use their problem-solving abilities and critical thinking to review trends, complete tasks, and implement process solutions
Assertiveness and attention to detail are also key to this area of our company

Responsibilities

Owning a portion of a client due diligence questionnaires (DDQs) or requests for proposals (RFPs)
Client metric reporting and trend analysis
Client relationship management (CRM) system or client portal projects and enhancements
Collaborate with the CX group and our stakeholders within Distribution, Operations, or Investment teams to complete tasks and develop solutions