Financial Analyst III

What You'll Do

Principal Asset Management is seeking a Financial Analyst III to join our Net Investment Income Forecasting team.  This role is a great opportunity for someone that has knowledge or strong interest in investments.

 

Someone successful in this role will be a self-starter with a natural curiosity of the “why’s” behind processes and taking initiative to learn.  This role is a financial planning and analysis role so therefore, this person needs to be highly analytical and be able to solve complex problems. Being able to work in a fast-paced environment as well as meet deadlines is key. This role has a good variety of quarterly tasks and project work.   In this position you will interact with financial analysts, actuaries & CFO’s of various business areas across the company. Being able to present financial information as well as strong communications skills is necessary. 

 

Responsibilities will include:

• Financial Analysis and Reporting:  using specialized knowledge and expertise to perform analysis on net investment income across Principal.
• Management Reporting:  delivering key, concise messages to stakeholders and being able to tell the story around net investment income. Ability to meet deadlines and deliver information around results and forecasted results.
• Highly collaborative working with asset modelers on team, General Account Portfolio Management Team & several Business Units senior leaders across Principal Financial Group.
• Assist with various projects that help streamline and create efficient processes. 
• Assist with various modeling tasks and understand modeling tool outputs to understand forecasted net investment income

Who You Are

• Bachelor's degree in accounting or finance or equivalent experience required; 2 years relevant experience
• A strong understanding of systems and technical skills required such as excel, SQL, and various accounting systems / modeling software.
• Investment knowledge and financial planning and analysis experience preferred
• CPA, CFA preferred

Salary Range Information

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.

Salary Range

$71300 - $96000 / year

Additional Information

Work Environments 

This role offers the ability for in-office, or hybrid (blending both office and remote work in a typical workweek) work arrangements in Des Moines, IA. You’ll work with your leader to determine which option may align best based on several factors.  

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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