Job Area: Investments
Business Area: PGI Other
Location: IL - Chicago;MO - Kansas City;MO - St. Louis;MN - Minneapolis;IA - Des Moines;NE - Omaha
Career Category: Experienced Professional
Full/Part Time: Full-Time
Date Posted: 2018-11-12
It's not what we doIt's who we are.
At The Principal, every role supports a greater purpose - to give real people an edge in planning and protecting their financial lives. And after more than 130 years of service, we've never had a more vibrant and dynamic global team united in our purpose.
Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees'.
Our team is hiring experienced, energetic individuals who will play a key role in supporting global growth of an asset manager, reducing risk, gaining efficiencies and strengthening relationships with across all business partners.
Our teams in Investment Operations play a key role in supporting PGI's boutiques through delivering a scalable operating model with a strong focus on managing the control environment and reducing risk. Our global team is responsible for middle office functions all of which focus on providing timely and accurate data to investment teams & clients globally. Individuals may also become involved in projects related to continuing to improve our organization and move toward our desired state.
Develop advanced understanding of unique investment strategies managed by multiple investment boutiques within PGI and apply the investment knowledge to support the investment management process
Build relationships with multiple areas across the organization including the Front Office, Marketing, Investment Operations, and fellow team members.
Use problem solving skills to resolve anomalies in performance related data and implement risk reducing solutions
Explore and implement new processes to add value to the investment management process
Produce performance data for current clients and to attract new clients to PGI through various channels
Support the analytic tool for the front office by creating custom formulas and data validation
Perform calculations, analysis, research, and report preparation to support performance measurement and portfolio management processes and tools.
Provide daily leadership and guidance to junior members on the team
Who are we looking for?
Intellectual Curiosity: Desire to recognize patterns, trends, themes, and connections in information to develop innovative ideas and solutions
Problem Solving: Accurately identify and assess problems and effectively arrive at solutions
Constructive Engagement: Expresses ideas and thoughts, constructively resolves conflict, and encourages others to the same
Team Player: Proactively build and maintain positive relationships with the team and across business units
Empowerment: A team member who is self-motivated, takes initiative, and can work independently as well as collaborate with multiple teams
Lifelong Learning: Drive to work in a fast pace environment embracing continuous learning opportunities to improve knowledge, skills, and competencies
Aptitude in leadership
Bachelor's degree, or equivalent, in accounting, finance, economics or business required
Preference for candidates that have or are actively pursuing a CFA, CIPM, Master's etc.
5+ years' work experience in investment/mutual fund operations or related field.
Prefer candidates with prior investment performance, analytics or statistics experience
Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities
Experience with industry tools such as FactSet, Bloomberg, Aladdin, POINT, Sylvan, Eagle, and/or similar performance/investment related tools
Understanding of tools such as Power BI, Tableau, SQL, R
This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.
Willing to consider applicants at multiple job levels.
This position will be located in Des Moines, IA at our corporate headquarters.
Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.
What's next? Innovation at its finest.
We'll review your application and if you're selected for an interview, you'll receive an invite for an On-Demand Video interview. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality at your pace.
Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you've been selected to begin your video interview and have a set time to submit once you log in.
Principal Code of Ethics
You may be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.
Principal Financial Group