Principal Asset Management
Senior Portfolio Analyst - Commercial Real Estate
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:
$123000 - $157000 / 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 Senior Portfolio Analyst to join our Principal Real Estate Investors (PrinREI) team. In this role, you’ll assist in the Portfolio Management of a large Private Equity Separate Account focused on investment in industrial real estate.
Responsibilities:
Independently conduct research, monitor investment portfolios, conduct sensitivity analysis, identify portfolio risks, and make recommendations regarding active portfolio management strategies
Analyze portfolio and benchmark investment performance, return attribution, leverage and diversification strategies
Preparation of comprehensive portfolio reports and the fulfillment of ad hoc requests from the client, which may include cash flow forecasting, AUM trending, production analysis, and more
Assist in the review, approval and processing of transactions
Work directly with the client and various Joint Venture partners on business plans and production efforts
Maintain extensive knowledge of the assets within assigned portfolios, as well as real estate market/portfolio dynamics and macroeconomics. Develop and prioritize strong relationships with the client, partners, and service providers
Mentor and share knowledge with less experienced analysts
Qualifications/Special Skills:
MBA or Master’s in Real Estate
Demonstrate a strong understanding of economics, investment theories and investment vehicles
Excellent written and verbal communication, decision making, persuasion and time management including the ability to prepare and present reports
Ability to operate effectively with a very high level of autonomy and self-direction.
Minimum years of experience required:
Bachelor's degree required with emphasis in finance, economics, real estate or accounting Six or more years (10+ preferred) of relevant experience in commercial real estate investments Real estate valuation expertise, including experience working in Argus Enterprise Production experience including Joint Venture structuring and development, core and value-add acquisitions underwriting
Company Web Site:
http://www.principalam.com/
Contact:
https://careers.principal.com/us/jobs/42684?lang=en-us