Manager Research / Investment Oversight Analyst
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About The Position
We are looking for an Analyst to join our Investment & Platform Oversight (IPO) team! The IPO team is responsible for investment due diligence and manager oversight across Principal's global mutual fund, collective investment trust, UCIT and life insurance separate account platforms. The Analyst role is multi-faceted, though the primary responsibility is to assist with IPO's due diligence and reporting accountabilities. This includes participation in the monitoring and evaluation of internal and external investment managers and leading the team's efforts in the production and efficient use of data via FactSet and Morningstar Direct, third-party analytical tools. Specifically, you will have an opportunity to: Research and compile qualitative and quantitative information, conduct investment performance and risk analysis, prepare and execute the team's quarterly reporting accountabilities for internal partners and governance boards, monitor investment portfolios daily to ensure compliance with the Investment Guidelines, develop an in-depth knowledge of existing tools that supports the team's investment manager research functions, lead projects, process reviews and/or system enhancements that support investment oversight initiatives, contribute to investment analysis reviews and investment manager dashboards / scorecards, and establish relationships with and respond to data requests from internal partners.
