Institutional Sales Analyst

What You'll Do

As an Analyst in Principal Asset Management’s Institutional team, you will contribute to the team’s engagement with external institutional asset owners and investment consultants, collaborate with Institutional sales, marketing, product development and other investment professionals to maximize the firm’s ability to generate interest across capabilities with consultants by providing analytical support and internal reporting!

You will have an opportunity to:

• Develop internal reporting of the competitive environment through research and review of market intelligence sources (e.g., MMD, findaily, Ignites, FundFire, Mercer Insights, PPIQ, MIM) and industry publications (e.g., P&I) to help identify emerging trends that could impact the firm.
• Conduct various types of analytics to discern changing levels of search activity.
• Assist the Institutional Sales team Managing Directors and Directors in the coordination with other professionals throughout the organization. (e.g., portfolio managers, product specialists, product managers, business development/sales).
• Assist with preparations for meetings, conferences, etc. Share call notes including clients in common across strategies. Contribute to helping ensure that the firm’s interactions and responsiveness to clients is best in class. Assist the team with internal updates / materials for sales calls, boutique meetings, monthly OC reporting, etc. (using Salesforce and other sources).
• Assist as necessary with the completion of various requests from prospective clients.

Who You Are

• Bachelor’s Degree or eight years work experience
• Proficient with Excel, PowerPoint, and Word
• Financial market and investment knowledge through internships and/or work experience or CFA progression

Skills That Will Help You Stand Out

• FINRA licensing including SIE or equivalent, series 7 and series 63 required within 9 months
• Experience using systems and applications/databases (e.g., Salesforce)
• Experience using marketing intelligence sources (e.g., MMD, findaily, Ignites, FundFire, Mercer Insights, PPIQ, MIM)
• Power BI
• Must be able to attend to the day-to-day details while maintaining a strategic, analytical focus on the big picture

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)

$71250 - $121200 / 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
Additional Information

Work Environments

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

Locations:

Locations for in-office or hybrid talent include Charlotte, Des Moines, Chicago, New York and Seattle is not a preferred location but may also be considered.

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

5/31/2024
Most Recently Posted Date

5/31/2024

Salary : $71,250 - $121,200