Senior Portfolio Analyst, Market Strategy & Research – Asset Allocation
About The Position
We’re looking for a Senior Portfolio Analyst to join our Target Date team at Principal Asset Management. In this role, you’ll provide relative asset class research and make recommendations to improve multi-asset class strategy performance! Develop and enhance relative asset class research and provide asset allocation recommendations to the portfolio management team Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies Monitor and analyze market trends, economic developments, and geopolitical shocks to make informed investment decisions Communicate complex investment concepts and strategies to portfolio managers and stakeholders Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com.
Requirements
- Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field
- 8+ years of relative asset class modeling and asset allocation recommendations
- General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings
- A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research
Nice To Haves
- CFA designation
- Experience with Morningstar, Bloomberg, FactSet, Macrobond, Barra and performance attribution/risk decomposition tools
- Financial modeling experience that includes Excel, Python, or other coding tools
- Strong written and verbal communication skills
- Ability to efficiently and effectively research, compile and analyze information
- Ability to manage multiple tasks, work independently in a non-structured environment, and drive results
Responsibilities
- Develop and enhance relative asset class research and provide asset allocation recommendations to the portfolio management team
- Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies
- Monitor and analyze market trends, economic developments, and geopolitical shocks to make informed investment decisions
- Communicate complex investment concepts and strategies to portfolio managers and stakeholders
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
Mid Level
Number of Employees
5,001-10,000 employees
