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Principal Financial Group · 5 days ago

Analyst, Investment Solutions

Des Moines, IA

Full-time

Hybrid

New Grad, Entry Level

$28.31/hr - $38.37/hr

Principal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The Analyst, Investment Solutions will provide operational investment support to Client Portfolio Managers, executing asset allocation changes, calculating returns, and managing OCIO revenue among other responsibilities.

Financial ServicesInsurance

No H1B

Responsibilities

Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication

Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution

Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues

Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final expense collection

Support Projects & Operations: Assist with special projects such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting

Qualification

Investment knowledgeMicrosoft ExcelJIRADefined benefit experienceCustomer serviceAnalytical skillsTeam orientedWritten communicationVerbal communicationOrganizational skillsTime-management skills

Required

Bachelor's degree (Financial or Business degree preferred) or the equivalent experience

Must possess a good understanding of investments and retirement plans

Good working knowledge of Microsoft Excel

Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills

Preferred

Experience with JIRA

Defined benefit experience

Customer service and team oriented

Must be able to work independently and manage multiple deadlines

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Company

Principal Financial Group

Glassdoor3.9

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.

Founded in 1879