Principal Financial Investment Analyst jobs in the United States

Do you want to use your analytical and problem-solving abilities in a role that improves our modeling / forecasting accuracy and capabilities through high-level engagement and projects?

If so, join Principal Asset Management's Net Investment Income Forecasting team as a Financial Analyst IV. This role is a phenomenal opportunity to leverage your financial analysis background and knowledge of investments to do comprehensive financial modeling and forecasting!

The work requires engagement at senior levels of the business to develop assumption based income forecasts and financial models.

The environment is highly collaborative working with asset modelers, General Account Portfolio Management Teams & senior leaders of several Business Units.

The challenges include working with different teams and various asset classes that require a nuanced approach, an understanding of different investments, and interpersonal dynamics.

The benefits include doing meaningful and strategic analytical work, exposure across the business and the opportunity to further develop your network, executive presence, analytical skills and leadership abilities.

The selected candidate will:

• Complete financial analysis and reporting on net investment income for all operational sectors, using specialized knowledge and expertise.
• Manage reporting (forecasts, models, actuals), delivering key, concise messages to stakeholders that tell the story around net investment income.
• Lead / support various projects that create and streamline processes that improve our modeling capabilities, tools and overall understanding of net investment income.

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!

• Bachelor's degree in math, actuarial science, accounting, finance or related field
• 4 years of relevant financial analysis experience, financial modeling / forecasting experience preferred
• Strong Microsoft Excel and PowerPoint skills
• Aptitude in databases and query languages, SQL or similar, is preferred

The successful candidate will be self-motivated with excellent problem solving, leadership, and analytical skills; will possess excellent communication, interpersonal, customer service and organizational skills; demonstrate the ability to embrace and understand the change process, and effectively guides others through change.

Location(s)

This position will be based out of our Des Moines, IA location.

Work Environments

This role offers a hybrid work arrangement with at least three in-office days in a typical workweek.

Work Authorization/Sponsorship

At this time, we're not considering applicants 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 Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.