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Principal Financial Group · 1 day ago

Director, REOC Strategy & Analytics

Des Moines, IA

Full-time

Hybrid

Senior Level, Lead/Staff

$179K/yr - $243K/yr

10+ years exp

Principal Financial Group is a leading investment solutions provider managing significant assets, including a substantial real estate portfolio. The Director, REOC Strategy & Analytics will support strategic initiatives and governance for a multibillion-dollar real estate platform, partnering with senior leaders to evaluate performance and drive growth opportunities.

Financial ServicesInsurance

No H1B

Responsibilities

Provide strategic and analytical support across a portfolio of existing and prospective REOCs—helping evaluate performance, enterprise value, governance structures, and long-term entity strategy

Partner with senior leadership to assess new verticals, new operating company structures, and business plan execution

Support the review and screening of new REOC opportunities in North America and Europe, including preparing materials and strategic analysis for client decisioning

Lead analytical work for select asset-level assignments tied to REOC-managed equity and debt portfolios

Provide high-level oversight on property-level performance as needed, including major developments, recapitalization events, or transition plans

Support entity-level recapitalizations, joint venture restructuring, purchase option analysis, and opportunities to increase or decrease ownership stakes

Analyze and recommend capital structure solutions that align with client objectives and operating company capabilities

Work directly with senior staff at the pension fund, its REOCs, and internal leadership to deliver insights, recommendations, and strategic proposals

Support special projects involving broader real estate portfolio initiatives—including those outside the REOC structure

Assist in developing scopes of work, pricing proposals, and project deliverables for complex strategic initiatives

Qualification

Real estate strategyInvestment managementPrivate equity real estateCFAMBAJoint venture structuringCommunicatorClient engagementMulti-priority managementStrategic thinking

Required

Bachelor's degree in finance, economics, real estate, or related field

10+ years of relevant experience in private equity real estate, REOC management, investment management, real estate strategy, or real estate debt

Commercial, strategic, and comfortable engaging with senior leadership with strong presence and credibility

Proven ability to think strategically while managing tactical, detail-heavy workstreams

Excellent communicator - clear, confident, and capable of distilling complexity into actionable insights

Ability to manage multiple priorities, anticipate client needs, and operate independently

Willingness to travel, including periodic visits to the client's headquarters and REOC offices

This position may be subject to SEC restrictions on personal political contributions

Preferred

MBA and/or CFA preferred

Experience working with real estate joint venture partners (structuring, negotiation, governance, or partner communication) is strongly preferred

Experience engaging with large institutional investors is a plus

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.

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

Des Moines, Iowa, USA

10001+ employees