Senior Portfolio Analyst

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AI Summary

Join Principal Asset Management as a Senior Portfolio Analyst to develop and implement multi-asset investment strategies for target date portfolios. Analyze market trends, investor behaviors, and economic developments to enhance portfolio performance. Collaborate with cross-functional teams to identify opportunities for strategy enhancements.

Key Highlights
Research and development initiatives for target date portfolios
Multi-asset investment strategies for target date portfolios
Market trend analysis and economic development incorporation
Technical Skills Required
Python Excel Bloomberg FactSet Barra Morningstar Performance attribution/risk decomposition tools
Benefits & Perks
Flexible Time Off (FTO) program
Pension eligibility
Salary range: $157,000 - $213,000 per year

Job Description


What You'll Do

We’re looking for a Senior Portfolio Analyst to join our Target Date team at Principal Asset Management. In this role, you’ll be responsible for research and development initiatives to improve the construction of target date portfolios!

  • Develop and implement multi-asset investment strategies for target date portfolios in line with company objectives and client needs
  • Analyze market trends, investor behaviors, and economic developments to incorporate into target date portfolios
  • Provide research insights and recommendations to the portfolio management team, as well as communicate complex investment concepts and strategies to clients and stakeholders
  • Collaborate with other departments, such as recordkeeping and product development, to identify opportunities for strategy enhancements
  • Continuously evaluate and improve investment processes to enhance efficiency and effectiveness
  • Stay informed on competitors' strategies and performance to inform our own investment decisions


Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $580 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com.

Who You Are

  • Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field
  • 8+ years of asset class modeling and multi-asset class portfolio construction
  • General knowledge of investment vehicles, economic and investment theories, the investment environment, retirement investing, and and understanding of Principal Asset Management's network of specialized investment groups and affiliate product offerings
  • A proven track record of strong analytical and research skills as it relates to retirement investing concepts and strategies


Skills That Will Help You Stand Out

  • CFA designation
  • Knowledge of Target Date Funds and glide path construction
  • Experience with Morningstar, Bloomberg, FactSet, Barra and performance attribution/risk decomposition tools
  • Financial modeling experience that includes Excel, Python, or other coding tools
  • Strong written and verbal communication skills
  • Ability to efficiently and effectively research, compile and analyze information
  • Ability to manage multiple tasks, work independently in a non-structured environment, and drive results


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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$157000 - $213000 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

No

Location(s)

We’re open to working from our Asset Management offices in Des Moines, New York City, or Seattle. You can check out what our Global Headquarters in Des Moines looks like here:

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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

1/22/2026

Most Recently Posted Date

1/23/2026

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