Principal Asset Management

Company Description:
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Position Location:
Des Moines, IA

Salary:
$106400 - $135000 / year

Bonus and/or Additional Compensation:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Brief description about the position:
We’re looking for a Portfolio Analyst III to join our General Account portfolio management team. In this role, you’ll provide analytical, reporting, and other support within a real estate investment team!

Responsibilities:
Maintain extensive knowledge of the assets within assigned portfolios. Provide analytical support regarding client business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis and other relevant financial analysis. Maintain positive client relationships by establishing close contact with external and internal clients. Address client questions regarding portfolio analysis process.
Ensure a coordinated flow of quality information reaches portfolio manager(s), real estate investment teams and clients. Assist in the design, preparation and reporting of economic and statistical portfolio reports as required by clients, regulatory agencies and others. Provide quality control of portfolio management information.
Assist portfolio manager(s) with major accounts or funds
Responsibilities may also include generation of client reports, on-boarding and processing of investments, and assistance in the development and launch of new strategies, funds and separate accounts
Act as a liaison with internal service providers for the fund
Develop and maintain understanding of real estate market/portfolio dynamics. This includes travel to relevant markets
Mentor and share knowledge with less experienced analysts

Qualifications/Special Skills:
MBA
Strong analytical, organizational, interpersonal and communication skills (oral and written)
Impeccable attention to detail
Strong quantitative financial background
Ability to make effective decisions
ARGUS
POWER BI

Minimum years of experience required:
Bachelor's degree or eight years experience in finance, business or related field; preferably real estate emphasis
4+ years of analytical commercial real estate experience
Experience in commercial real estate modeling techniques

Company Web Site:
www.principalam.com

Company will pay travel to interview:
No

Company will pay relocation expenses:
No

Contact:
https://careers.principal.com/us/jobs/42575?lang=en-us