Portfolio Management Associate, Equities
About The Position
We're looking for an Equity Portfolio Management Associate to join the Principal Equities team. In this role, you'll provide trading, reporting, and ad-hoc support to the Portfolio Management team! Portfolio Management Support: Provide analytical support to Portfolio Managers by monitoring cash, entering trades and assisting with compliance monitoring. Operations Oversight: Act as operational liaison with Principal Asset Management operations & compliance teams to address issues and ensure operational consistency with firm practices. Marketing Support & Data Analysis: Provide accurate information to our client for marketing needs. Performance: Act as subject matter expert for data analysis and reporting, including risk/return metrics and performance attribution. Provide input on projects to improve reporting systems and processes through automation and optimizing operational support. 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! ⯠Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!
Requirements
- Bachelor's degree required by December 2025 in finance, economics, accounting, engineering, statistics or mathematics
- Previous internship/experience in investments, equities preferred
- Advanced use of Excel
- 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.
- 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.
Nice To Haves
- At least two years of work experience in investments
- Experience with derivatives with an options focus
- Experience with FactSet, Bloomberg, Charles River
- Progress towards CFA Charter
- Strong mathematical and analytical skills
- Ability to work independently, prioritize responsibilities, adapt to changes in tasks when necessary, and multi-task throughout each day
- Excellent communication skills and attention to detail, including the ability to tactfully, assertively, and professionally handle difficult situations with clients and brokers
Responsibilities
- Provide analytical support to Portfolio Managers by monitoring cash, entering trades and assisting with compliance monitoring.
- Act as operational liaison with Principal Asset Management operations & compliance teams to address issues and ensure operational consistency with firm practices.
- Provide accurate information to our client for marketing needs.
- Act as subject matter expert for data analysis and reporting, including risk/return metrics and performance attribution.
- Provide input on projects to improve reporting systems and processes through automation and optimizing operational support.
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
