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Senior Portfolio Analyst, Asset Allocation Strategist
Seattle, Washington; Des Moines, Iowa; New York, New York
·
On-site
·
Full-time
·
2w ago
What You'll Do 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 provide relative asset class research and make recommendations to enhance multi-asset class strategy performance!
Develop and enhance relative asset class research models and provide asset allocation recommendations to the target date team Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies Monitor and analyze market trends, economic developments, and geopolitical shocks and determine their impact on current relative asset class calls Communicate complex investment concepts and strategies to portfolio managers and stakeholders Who You Are 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 Seasoned investment professional with direct experience supporting a target date franchise A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field 8+ years of relative asset class modeling and asset allocation recommendations General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings Skills That Will Help You Stand Out CFA designation
Experience: with Morningstar, Bloomberg, Fact Set, Macrobond, 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 4/6/2026 Most Recently Posted Date 4/6/2026 LinkedIn Hashtag
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 provide relative asset class research and make recommendations to enhance multi-asset class strategy performance!
Develop and enhance relative asset class research models and provide asset allocation recommendations to the target date team Develop and enhance capital market forecasts that inform asset allocation decisions and multi-asset class portfolio construction as it relates to Target Date strategies Monitor and analyze market trends, economic developments, and geopolitical shocks and determine their impact on current relative asset class calls Communicate complex investment concepts and strategies to portfolio managers and stakeholders
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 Seasoned investment professional with direct experience supporting a target date franchise A proven track record of strong analytical and research skills as it relates to relative asset class modeling and market research Bachelor's or Master’s degree with an emphasis in finance, economics, accounting, or a technical field 8+ years of relative asset class modeling and asset allocation recommendations General knowledge and understanding of investment vehicles, economic and investment theories, the investment environment, retirement investing, and Principal Global Investors' network of specialized investment groups and affiliate product offerings Skills That Will Help You Stand Out CFA designation
Experience: with Morningstar, Bloomberg, Fact Set, Macrobond, 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
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Principalについて

Principal
PublicVicki Ree Principal, later known as Victoria Principal, is an American actress, producer, entrepreneur, and author, best known for her role as Pamela Barnes Ewing on the American primetime television soap opera Dallas. She spent nine years on the long-running series, leaving in 1987.
10,001+
従業員数
Harrogate
本社所在地
レビュー
2.8
3件のレビュー
ワークライフバランス
2.5
報酬
3.5
企業文化
2.0
キャリア
2.5
経営陣
1.8
25%
友人に勧める
良い点
Supportive assistant general manager
Decent compensation
Well-engineered codebase
改善点
Poor management (absent or overly controlling)
Petty and vindictive leadership behavior
Gender diversity issues
給与レンジ
5件のデータ
Principal/L7
Senior/L5
Principal/L7 · DATA SCIENTIST II
1件のレポート
$137,650
年収総額
基本給
$105,885
ストック
-
ボーナス
-
$137,650
$137,650
面接体験
6件の面接
難易度
3.2
/ 5
期間
14-28週間
体験
ポジティブ 0%
普通 50%
ネガティブ 50%
面接プロセス
1
Application Review
2
Recruiter Screen
3
Technical Phone Screen
4
System Design Interview
5
Behavioral Interview
6
Onsite/Virtual Interviews
7
Offer
よくある質問
System Design
Coding/Algorithm
Technical Leadership
Behavioral/STAR
Past Experience
ニュース&話題
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233
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17
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News
·
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