What are the responsibilities and job description for the Investment Analyst, Private Debt - Commercial Real Estate position at Principal Financial Group?
What You'll Do
We’re looking for an Investment Analyst to join our Commercial Real Estate Private Debt team. In this role, you’ll provide analytical support to the team in real estate transaction analysis and execution!
Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!
Who You Are
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 - $95950 / 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
Location(s)
This role will be based out of our World Headquarters located in Des Moines, IA. You can check out what our Global Headquarters looks like here: https://youtu.be/-hCqsfzlabk?si=qsFjvfrCaOOGY7Xn
Work Environments
This role offers the ability for in-office or four days in-office and one day remote. You’ll work with your leader to figure out which option may align best based on several factors.
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
4/3/2025
Most Recently Posted Date
4/3/2025
We’re looking for an Investment Analyst to join our Commercial Real Estate Private Debt team. In this role, you’ll provide analytical support to the team in real estate transaction analysis and execution!
- Assist the production team and perform independent technical analysis within appropriate risk/return parameters on investment opportunities including transactions structures, appraisals, cash flow analysis, lease reviews, financial statement reviews.
- Effectively communicate conclusions concerning a transaction's investment risk and viability.
- Provide analytical support for evaluating investment opportunities, using sensitivity analysis, variance analysis, or preliminary valuations. Assist investment professionals with the preparation of necessary supporting documentation. Contribute to the development and maintenance of a thorough understanding of real estate economics, competitive environments and existing portfolios within assigned markets.
- Assist in negotiating mutually satisfactory terms and conditions for investment opportunities.
- Support the movement of a transaction through the investment process utilizing all available resources while assuring accurate and timely accumulation and dissemination of information.
- Develop an understanding of products, programs, and clients needs through available training programs and involvement in ongoing investment activities.
Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!
Who You Are
- Bachelor's degree or equivalent with preference for degrees in finance, economics, real estate, etc.
- Commercial Real Estate work experience
- Working knowledge of valuation modeling techniques and valuation software products
- Strong quantitative financial background and statistics including an understanding of basic finance concepts such as time value of money
- Undergraduate GPA of 3.5 or above and progress towards MBA
- Previous experience with Argus is helpful
- Excellent communication and interpersonal skills
- Ability to take initiative and work independently in a fast-moving environment while managing multiple requests to strict deadlines
- Organize and maintain client relationship management records
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 - $95950 / 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
Location(s)
This role will be based out of our World Headquarters located in Des Moines, IA. You can check out what our Global Headquarters looks like here: https://youtu.be/-hCqsfzlabk?si=qsFjvfrCaOOGY7Xn
Work Environments
This role offers the ability for in-office or four days in-office and one day remote. You’ll work with your leader to figure out which option may align best based on several factors.
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
4/3/2025
Most Recently Posted Date
4/3/2025
Salary : $71,250 - $95,950
