Specialist, Private Market Product Support

What You'll Do:

• Create, customize, and maintain ad-hoc and custom materials, such as updating client review books, inserting financial data into reporting, and custom PowerPoints.
• Partner with marketing, performance, and investment team to ensure materials are up-to-date, accurate and meet business requirements.
• Work closely with compliance, globally, to ensure materials and distribution of materials adhere to marketing regulations specific to each country and client type.
• Support Principal Real Estate sales & client activities and meetings. This may include tracking prospect/client meetings, coordinating meeting attendance, and ensuring presenters have prepared materials.
• Prepare ongoing performance and analytic reports to assist in sales and client activities.
• Partner with product development to support new product launches and ongoing fundraising efforts by assisting with key responsibilities such as quarterly update calls, PPM updates, investor opportunity tracking, RFP/DDQ requests and internal sales communications.
• Manage distribution and recordkeeping of PPMs and subscription documents.
• Maintain organization of all data reports, formatted commentary thought leadership and other collateral for easy access.
• Set up and maintain online data rooms in support of private product initiatives.

Who You Are:

• Bachelor's degree or eight years of equivalent experience
• Previous internship/work experience in marketing, communications or related field
• Requires the ability to understand investment related terms and apply to communication and marketing materials

• Knowledge of the financial services market and products is preferred
• Build and maintain positive relationships
• Excellent abilities in the areas of problem solving, project management, decision making, and communication (verbal and written), skills
• Detail oriented and have excellent planning, and time management skills
• Ability to handle expectations, attend to details, balance multiple projects, and prioritize effectively

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: $27.40 - $37.45 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: No Additional Information:

Work Authorization/Sponsorship

At this time, we're not considering candidates 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 Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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. Date First Posted (TTF): 4/17/2025 Latest Post Date: Careers - US: 4/17/2025