Principal Financial Group · 10 hours ago
Portfolio Analyst II - Real Estate
Des Moines, IA
Full-time
Onsite
Entry, Mid Level
$86K/yr - $117K/yr
2+ years expPrincipal Financial Group is seeking a Portfolio Analyst II to join their Real Estate Equity Portfolio Management team. In this role, you will provide analytical support, assist with client communication, and conduct portfolio research while developing a strong understanding of real estate market dynamics.
Financial ServicesInsurance
No H1B
Responsibilities
Provide analytical support to the U.S. Property Portfolio Team including sensitivity and variance analysis of annual operating budgets and business plans, asset valuation models, portfolio diversification, performance returns and attribution and other asset/portfolio metrics as directed by the team
Assist portfolio managers with external communication to clients and consultants
Develop extensive knowledge of the assets within the portfolio
Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis
Address less complex consultant and client questions regarding portfolio analysis
Ensure a coordinated flow of quality information reaches portfolio managers, consultants, and clients
Assist in the reporting of economic and statistical portfolio reports as required by consultants and clients, and internal stakeholders
Provide quality control of portfolio management information
Conduct ongoing and special project research as necessary
This includes, but is not limited to, in-depth review and analysis of the portfolio, acquisition and disposition candidates, in addition to trends within the real estate investment environment and emerging macro environment that impact real estate supply and demand
Continue to develop an understanding of real estate market/ portfolio dynamics
This may include occasional travel to relevant markets
Qualification
Required
Bachelor's degree, or equivalent experience in finance, business or related field. Emphasis in real estate preferred
2+ years of analytical commercial real estate experience required, preferably in asset management or acquisitions
Working knowledge of commercial real estate modeling techniques including ARGUS
Proficiency in Microsoft Excel required; experience with modeling software/analysis tools are preferred
Strong analytical, organizational, interpersonal and communication skills (verbal and written)
Attention to detail, a strong quantitative financial background and the ability to make effective decisions
Ability to work effectively in a deadline driven environment while balancing multiple priorities
Travel as required, approximately 10%
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.
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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