Analyst, Investment Solutions
Principal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The Analyst, Investment Solutions will provide operational investment support to Client Portfolio Managers, executing asset allocation changes, calculating returns, and managing OCIO revenue among other responsibilities.
Responsibilities
- Implement Asset Allocation Changes: Execute ad-hoc allocation adjustments for OCIO clients, including updating internal systems and CRM, rebalancing portfolios, allocating new deposits, and preparing client communication
- Calculate and Review Returns: Compute plan rates of return for client reports and perform initial accuracy checks before distribution
- Manage OCIO Revenue: Partner with Finance to calculate and collect quarterly fees, review invoices, process payments, and resolve billing issues
- Client Onboarding & Termination: Update internal systems and coding for new and terminating clients, ensure accurate fee calculations, and coordinate final expense collection
- Support Projects & Operations: Assist with special projects such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting
Skills
- Bachelor's degree (Financial or Business degree preferred) or the equivalent experience
- Must possess a good understanding of investments and retirement plans
- Good working knowledge of Microsoft Excel
- Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills
- Experience with JIRA
- Defined benefit experience
- Customer service and team oriented
- Must be able to work independently and manage multiple deadlines
Benefits
- 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.
Company Overview