What You'll Do

We're looking for a Financial Analyst V to join our Principal Asset Management business on our Financial Planning & Analysis team. In this role, the primary focus will be supporting business decision-making through modeling and analyzing both new initiatives as well as existing operations and partnering with multiple collaborators to deliver asset management alignment programming all while clearly communicating with senior leadership!

• Partnering with senior leaders to model and evaluate new initiatives that are expected to drive organic growth of the asset management business.
• Collaborating with asset management and enterprise team members to assess capital usage to seed new product ideas and communicate the financial returns of the portfolio of products.
• Developing management reporting to highlight the status of key performance indicators and implications on alignment programming.
• Planning for and supporting year-end incentive compensation decisions through providing recommendations to senior leadership.
• Communicating financial results to senior leadership and key partners across the Principal enterprise.
• Driving the completion of ad-hoc and recurring analyses to uncover insights into the health of the business and benchmark against the competition.
• Reviewing and driving annual goodwill impairment testing.

This team provides an opportunity to learn all the aspects of the global asset management operating model - from the investment management structure across asset classes through the various funds platforms and distribution services - and has the responsibility for understanding and communicating how critical initiatives will change performance to senior leadership.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor's degree in math, actuarial science, finance, accounting, or equivalent experience.
• 6+ years of relevant experience preferred.
• Must have strong sense of curiosity, problem solving, attention to detail and analytical skills.
• Excellent oral and written communication skills.
• Must have good interpersonal, customer service, and organizational skills.
• Demonstrates the ability to accept and adapt to a changing environment.

Skills That Will Help You Stand Out

• Strong knowledge of excel and ability to translate technical results into consumable recommendations.
• Ability to build strong relationships and effectively challenge business leaders and key collaborators.
• Track record of managing multiple projects and prioritizing deliverables in a dynamic environment.

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)

$106400 - $130000 / 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

Yes

Additional Information

Work Environments

This role offers in-office and hybrid (blending at least three office days in a typical workweek) work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). 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 inspiring 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

5/17/2024

Most Recently Posted Date

5/17/2024