Principal Financial Group · 11 hours ago
Senior Portfolio Analyst, Market Strategy & Research – Asset Allocation
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$153K/yr - $207K/yr
8+ years expPrincipal Financial Group is a leading global investment solutions business managing about $580 billion in assets. They are seeking a Senior Portfolio Analyst to provide asset class research and recommendations to enhance multi-asset class strategy performance.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Develop and enhance relative asset class research and provide asset allocation recommendations to the portfolio management team
Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies
Monitor and analyze market trends, economic developments, and geopolitical shocks to make informed investment decisions
Communicate complex investment concepts and strategies to portfolio managers and stakeholders
Qualification
Required
Bachelor's or Master's degree with an emphasis in finance, economics, accounting, or a technical field
8+ years of relative asset class modeling and asset allocation recommendations
General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings
A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research
Preferred
CFA designation
Experience with Morningstar, Bloomberg, FactSet, Macrobond, Barra and performance attribution/risk decomposition tools
Financial modeling experience that includes Excel, Python, or other coding tools
Strong written and verbal communication skills
Ability to efficiently and effectively research, compile and analyze information
Ability to manage multiple tasks, work independently in a non-structured environment, and drive results
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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