Stable Value Portfolio Manager
About The Position
We’re looking for a Portfolio Manager to join our Stable Value Team at Principal Morley. In this role, you’ll actively participate in the management of the investment strategy, and portfolio construction of our stable value portfolios. Manage stable value portfolios, including asset allocation, cash flow analysis, and liquidity planning. Partner with the team to implement the optimal mix of wrap providers and subadvisors Support Sales and Service teams through client presentations, RFP/RFI responses, and thought leadership that leverages stable value and fixed income expertise Stay current on the stable value industry, fixed income markets, and broader economic trends—and provide insights that inform portfolio strategy Assist in managing wrap issuer relationships, including contract reviews and guideline negotiations Co-manage daily investment activities for medium-sized or complex stable value accounts, ensuring performance, risk, diversification, and liquidity align with client objectives and policy guidelines Represent Principal Morley in client meetings, due diligence sessions, and finals presentations; articulate investment capabilities and contribute to product development and competitive positioning Monitor market and industry developments to identify opportunities, risks, and emerging themes; cultivate external relationships to enhance market intelligence Contribute to team development by coaching, mentoring, and fostering a collaborative, high-performance environment 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 in business, finance, economics or another technical field
- 5+ experience with stable value strategies and/or experience in a trading, research, portfolio specialist or portfolio management capacity
- Strong knowledge of global economies and investment theories, fixed income investments, and related regulatory requirements
- Must be able to build and maintain strong relationships and negotiate
- Strong decision making, and communication (verbal and written) skills
- Must be self-motivated, client-driven, competitive, results oriented and have excellent planning, delegation, and time management skills
- Must have a keen sense of curiosity and open-minded thought process
Nice To Haves
- Stable Value portfolio management and structuring experience
- Book Value contract analysis and negotiation experience
- MBA and/or CFA designation
Responsibilities
- Manage stable value portfolios, including asset allocation, cash flow analysis, and liquidity planning.
- Partner with the team to implement the optimal mix of wrap providers and subadvisors
- Support Sales and Service teams through client presentations, RFP/RFI responses, and thought leadership that leverages stable value and fixed income expertise
- Stay current on the stable value industry, fixed income markets, and broader economic trends—and provide insights that inform portfolio strategy
- Assist in managing wrap issuer relationships, including contract reviews and guideline negotiations
- Co-manage daily investment activities for medium-sized or complex stable value accounts, ensuring performance, risk, diversification, and liquidity align with client objectives and policy guidelines
- Represent Principal Morley in client meetings, due diligence sessions, and finals presentations; articulate investment capabilities and contribute to product development and competitive positioning
- Monitor market and industry developments to identify opportunities, risks, and emerging themes; cultivate external relationships to enhance market intelligence
- Contribute to team development by coaching, mentoring, and fostering a collaborative, high-performance environment
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
