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Principal Financial Group · 8 hours ago

Real Estate Portfolio Analyst II

Des Moines, IA

Full-time

Hybrid

Entry, Mid Level

$82K/yr - $100K/yr

2+ years exp

Principal Financial Group is seeking a Portfolio Analyst to join their dedicated portfolio management team for the Principal Enhanced Property Fund, L.P. The role involves reviewing private commercial real estate investments and providing analytical support, including investment analysis, asset valuation, and performance reporting.

Financial ServicesInsurance

No H1B

Responsibilities

Develop deep knowledge of portfolio assets and support business plans and investment strategies through analysis of performance, diversification, valuation, sensitivities, and variances

Analyze annual operating budgets, capital deployment, asset valuation models, returns, and attribution

Support ESG-related analysis and portfolio metrics

Leverage data, analytics platforms, and AI-enabled tools to enhance portfolio analysis, reporting, and insight generation

Ensure accurate, timely, and high-quality information flows to portfolio managers, consultants, and clients

Assist in preparing economic, statistical, regulatory, and client-facing portfolio reports, including quality control of portfolio management data

Conduct ongoing and ad hoc research on portfolio holdings, acquisition and disposition opportunities, and macro real estate trends

Build and expand understanding of real estate markets, portfolio dynamics, and capital markets

Qualification

Financial analysisReal estate investmentData analyticsAI-enabled toolsPortfolio managementQuantitative skillsCommunication skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree or equivalent experience, in finance, real estate, accounting, business, mathematics, statistics, data science, or a related field

2+ years of analytical experience; candidates with less experience will be considered with relevant internships or analyst experience in commercial real estate

Strong quantitative, analytical, organizational, and communication skills

High level of comfort working with data, analytics tools, and emerging technologies (including AI-assisted analysis, automation, or reporting tools)

Ability to collaborate effectively in a fast-paced, deadline-driven environment while managing multiple priorities

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