Analyst, Investment Oversight

Job Locations US-IA-Des Moines
Posted Date 4 weeks ago(2/24/2023 5:50 PM)
Job #
Ent Seg
Principal AM
Bus Area
PGI Other
Pos Typ
Regular Full-Time

What You'll Do

Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes.


At the core, Principal Asset Management is driven by its purpose to help individual investors, institutions, and businesses achieve their financial goals. Investment professionals around the world deliver investment solutions for central banks, foundations and endowments, individual portfolios, insurance companies, public and private pension funds, sovereign wealth funds, and sub-advisory arrangements.


As an Analyst for the Investment & Platform Oversight  team, you will have the opportunity to support the achievement of key strategic objectives, provide investment expertise on current and future investment solutions, and collaborate with senior members across the investment oversight team and Principal Asset Management.


With the guidance of senior investment oversight team members, you will assist in evaluating and monitoring internal and external investment managers. You will also lead the team’s efforts in the production and efficient use of data via FactSet, a third-party analytical toolset.


Through this Analyst role, you will have an opportunity to:

  • Research, compile and analyze qualitative and quantitative information (investment performance data, performance attribution results, firm information, investment team information including strength and consistency in investment philosophy and process and the people managing the assets) to aid senior team members in the on-going monitoring and evaluation of investment Assist in analyzing performance relative to peers and benchmarks to ensure selected investment managers are performing in line with investment guidelines and performance expectations. Assist in the preparation and reporting of investment oversight reports to stakeholders.
  • Monitor investment portfolios daily to ensure compliance with the Investment Guidelines. Review, and investigate potential Investment Guideline breaches.
  • Lead projects, process reviews and/or system enhancements that support investment oversight initiatives. This includes leading and managing on-going reporting and data needs through FactSet.
  • Respond to basic inquiries regarding research content and services, portfolio strategies, investment performance, and other investment manager related information to internal audiences including senior management, portfolio managers, marketing and distribution staff.
  • Perform other job-related duties or special projects as required.

Who You Are

We’re looking for someone with:

  • Bachelors degree in business or related field, preferably with a major in finance or economics
  • General understanding of investment managers and general knowledge of current economic and financial market conditions
  • Ability to efficiently and effectively research, compile, and analyze information

Additional preferred skills and experience:

  • Advanced Excel experience
  • Knowledge of and experience working with FactSet
  • Two years related work experience
  • Progression towards CFA or CFA Charterholder
  • Must have good written, oral, and interpersonal communication skills

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

$71300 - $96000 / year

Additional Information

Work Environments

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



This role will be based out of our World Headquarters located in Des Moines, IA.

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 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

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.



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