Senior Analyst, Credit Research
At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.
When we invest in you, and you invest in us, great things happen.
We are looking for a motivated investment professional to join our Fixed Income team as an Senior Analyst, Credit Research. This role is responsible for conducting fundamental credit analysis on bonds held within our domestic and global fixed income portfolios, supporting portfolio managers with investment recommendations, and contributing to credit research initiatives across the team.
What You’ll Do
- Conduct credit analysis and provide recommendations on bond investment opportunities across domestic and global fixed income portfolios.
- Monitor and review portfolio credits through ongoing surveillance, including quarterly and annual credit reviews.
- Support Portfolio Managers in evaluating market developments, credit risks, and investment opportunities.
- Assist in portfolio positioning through credit analysis, relative value assessments, and investment recommendations.
- Participate in company visits and management meetings as part of the credit evaluation process.
- Contribute to client meetings, investment reviews, and marketing initiatives by providing credit and market insights.
- Support research projects and initiatives aimed at enhancing investment outcomes and team effectiveness.
- Ensure compliance with investment processes, risk management standards, and governance requirements.
Who You Are
- Bachelor's degree in Finance, Accounting, Economics, or a related field. CFA progress or other relevant professional qualifications are a plus.
- 4-8 years of experience in credit research, fixed income, asset management, corporate banking, investment banking, or related financial services roles.
- Solid understanding of financial statement analysis, credit risk assessment, and fixed income markets
- Strong analytical, communication, and interpersonal skills, with the ability to present investment views clearly and concisely.
- Self-motivated, detail-oriented, and able to work effectively in a collaborative team environment.
- Demonstrates sound judgment, professional integrity, and a willingness to continuously learn and develop.
Additional Information
Who We Are
Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 4-8 years of experience in credit research, fixed income, asset management, corporate banking, investment banking, or related financial services roles
- Understanding of financial statement analysis, credit risk assessment, and fixed income markets
- Strong analytical, communication, and interpersonal skills
- Ability to present investment views clearly and concisely
- Self-motivated and detail-oriented, with ability to work collaboratively
- Sound judgment, professional integrity, and willingness to continuously learn and develop
- CFA progress or other relevant professional qualifications
Principal Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Principal Financial Group and has not been reviewed or approved by Principal Financial Group.
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Retirement Support — Retirement benefits include a 401(k) match alongside a company-paid cash balance pension, with additional profit sharing noted. This combination is highlighted as a standout component of total rewards.
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Leave & Time Off Breadth — Time away options include flexible time off coordinated with leaders, company holidays, and paid volunteer time, plus a wide range of leaves for family, medical, military, and bereavement needs. The breadth of options supports planning and balance across different situations.
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Parental & Family Support — Family support includes paid parental leave, onsite childcare in Des Moines, and adoption cost reimbursement. Policies extend eligibility to spouses and partners, reinforcing an inclusive approach to caregiving.
Principal Financial Group Insights
What We Do
Principal Financial Group provides retirement savings, investment, and insurance products and services worldwide.
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