13 finance jobs found

What You'll Do: We’re seeking a Director, Private Credit – Asset-Backed Finance (ABF) to play a senior role within our Investment Grade Private Credit platform. This individual will be a key contributor to the execution, structuring, and ongoing management of investment-grade private asset-backed finance investments across a broad range of industries and asset types. This role is execution-focused, not origination-driven. You’ll be responsible for implementing sourced opportunities into capital-efficient, regulatory-aligned structured investments, including ABS, ABL, ABF, CLO, and other structured credit strategies—primarily for insurance and long-duration capital.   Additional Responsibilities: You will work across both new and existing transactions spanning sectors such as fund finance, consumer and commercial ABF, mortgage and CRE, and emerging esoteric asset classes.   Key responsibilities include: Leading due diligence and credit underwriting for structured...

What You'll Do: Are you looking for a role where expertise meets impact? Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking and deep technical knowledge directly support high-value cases and drive business success? Join Principal® as our next Assistant Director or Director of Advanced Solutions and become a trusted expert to advisors, clients, and professionals nationwide.   At Principal, we’re not just helping people plan for their future—we're reshaping what financial security looks like for generations to come. We’re a purpose-led organization that has been helping individuals, businesses, and institutions achieve financial wellness for more than 140 years. Now, we invite you to bring your experience, vision, and insight to help us deliver advanced planning solutions that continue to make a difference.   What You’ll Do As the Assistant Director of Advanced Solutions , you’ll provide...

What You'll Do: Investment Solutions is seeking a Associate, Quantitative Research Analyst for our pension line of business. The analyst will also support broader asset modeling, analytics, and ALM initiatives across multiple business lines. Maintain pension liability models across our defined benefit pension plans using PFaroe or proprietary systems. Produce quarterly funded status tracking reports for pension clients. Perform regular asset/liability optimization analyses for pension clients based on customized objectives. Provide asset/liability modeling (ALM) support for existing clients and prospects. Support development of proprietary pension analytics software. Deliver modeling support for Insurance, Capital Markets, Endowment, Foundation, and Nonqualified (NQ) plans.   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...

What You'll Do: We are hiring for a Senior Associate, RFP who is responsible for leading the submission, peer review, and ongoing enhancement of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), 15(c)s, and consultant database content to support Principal Asset Management’s institutional and intermediary growth and retention objectives.   As a senior individual contributor and subject matter expert within the RFP function, this role partners closely with investment teams, distribution, product, compliance, operations, legal, and data specialists to deliver responses that are accurate, compelling, timely, and aligned with firm-wide messaging. The role maintains a particular focus on private markets investment capabilities—including private real estate equity and debt, private credit, and infrastructure equity and debt—requiring close collaboration with private markets investment teams and supporting partners.   In addition,...

What You'll Do: We're seeking a talented and motivated Tax Attorney with 5+ years of experience , including interest and experience in international tax matters , to join our legal team. This role will provide strategic tax advice impacting asset management, insurance, and related financial services businesses, support cross‑border business transactions, and ensure compliance with complex U.S. and international tax laws. The ideal candidate has a strong technical tax background, excellent judgment, and the ability to work collaboratively with cross-functional teams, including finance, legal, and business units.     Key Responsibilities Advise on U.S. federal income tax matters, with an emphasis on international tax , including transfer pricing, Subpart F, NCTI, BEAT, foreign tax credits, tax treaty interpretation, and global structuring. Support international business operations, cross-border transactions, and foreign subsidiary governance, including advising...

What You'll Do: We’re looking for an experienced fixed income corporate credit analyst to join our Investment Grade team. In this role, you’ll most likely cover Food & Beverage, Health Insurance, Healthcare, Healthcare REITs, and Pharmaceuticals.   Conduct independent fundamental research and analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings and outlooks Analysis includes economic and competitive analysis, financial modeling, and relative value assessment Respond to inquiries from various stakeholders and represent research function in client meetings Monitor financial markets, current events, and economic trends to identify opportunities and risks Build and maintain industry relationships to ensure consistent information flow Assist with staff development through coaching, mentoring, and training team members About Principal Asset Management Principal Asset Management is the...

What You'll Do: Independently examine and handle complex retirement calculations and transactions within defined timing and quality standards. Act as a resource for calculation and transaction processing. Support the management and review of participant data and retirement information. Offer informal oversight and may conduct quality checks of transactions and calculations. Conduct retirement calculations and transactions while adhering to compliance requirements, client/legal documents, and tax considerations. Investigate and address calculation and transaction issues. Achieve performance measurement standards to guarantee calculations are timely and of high quality. Provide positive informal leadership influence and support to all team members. Share knowledge, possibly serving as a subject matter expert and mentor resource to internal business partners. Communicate effectively with internal business partners to resolve problems. Report and communicate problems,...

What You'll Do: We are actively seeking an Associate Accountant to join our Tax Financial Reporting team, which is responsible for income tax reporting and the preparation of tax returns for our domestic non‑insurance entities. This role is ideal for someone who has a solid understanding of financial statements, can learn and apply technical accounting concepts, and is a motivated self-starter.   Under direct supervision, the Associate Accountant will build technical accounting knowledge, develop familiarity with organizational processes and systems, and contribute to accurate and compliant financial reporting. Key Responsibilities Financial Analysis & Reporting Perform basic accounting analysis and reporting of financial transactions in accordance with GAAP, SAP, and tax or other regulatory guidance Execute transaction processing, exception handling, and month‑end close activities Prepare routine journal entries and ensure accurate, timely financial...

What You'll Do: We are seeking a Senior Accountant to join our Business Systems Solutions Reporting Team, supporting enterprise finance reporting and analytics as part of PFG’s Finance Journey transformation. This role plays a key part in building, developing, maintaining, and supporting enterprise reporting solutions. These solutions use Oracle Cloud analytics and reporting tools, and they meet both internal management and external reporting requirements. In addition, this role will help drive automation and augmentation of finance reporting processes using AI-enabled capabilities while maintaining audit-ability and governance.   The ideal candidate brings a strong blend of accounting knowledge, reporting expertise, and technical aptitude, partnering with stakeholders to translate business needs into user-friendly dashboards and reports that support decision-making and financial insights. Key Accountabilities Design, develop, enhance, and support reporting and...

What You'll Do: We are looking for a Senior Associate- Investment Accountant (Reporting) to join our Principal Asset Management Team. In this role, you will be responsible for investment accounting and financial reporting across multiple investment strategies and asset classes. The position partners closely with Asset Management, Investment Operations, Risk, Compliance, Tax, Audit, and Technology teams to ensure accurate, timely, and compliant investment reporting supported by strong controls and documentation. Investment Reporting & Financial Statements Responsible for monthly and quarterly investment reporting, including SEC filings (10Q and 10K), ECP, and other regulatory reporting requirements, as well as audit support Prepare and review monthly, quarterly, and annual investment reports, supporting internal management reporting as well as external and regulatory reporting deliverables. Apply U.S. GAAP to investment transactions and ensure compliance with...

What You'll Do: As an Analyst - Investment Analytics at Principal Financial Group, you will immerse yourself in a dynamic environment, providing critical insights and analytics to improve our sales strategies. This role is outstanding in its focus on delivering flawless investment analysis, enabling our team to strictly compete in the market. You will collaborate closely with our sales teams, offering vital support and expertise to ensure our investment products are exceptionally positioned. Key responsibilities include:   Conducting detailed analysis on performance, risk, style, holdings, and qualitative attributes of funds available through Principal’s investment platform. Preparing detailed performance and analytical reports, sharing insights and recommendations to ensure alignment with our world-class standards. Proactively educating and updating business partners within the sales distribution channel. Conducting training sessions for both new and existing...

What You'll Do: We’re   looking for a Senior Accountant to join our Corporate Accounting team. In this role,   you'll   play a key role in financial reporting for the company on both a U.S. Generally Accepted Accounting Principles (GAAP) and U.S. Statutory Accounting Principles (SAP) basis by being a part of our metadata and validation team that ensures all metadata is appropriately set up to   facilitate   reporting and data is processed correctly in our consolidation and reporting tools!   Key   member   of   metadata   team, working with business units to understand requested metadata changes and impacts on   reporting;   will need to obtain an understanding of the equitization process and all external reporting .    Will need to learn current metadata structure and new metadata structure being implemented with Finance Journey project as well as how to use Oracle cloud Enterprise Data Management (EDM).   Involvement with Finance Journey...

What You'll Do: We are looking for a Senior Associate, Trust Administration and Operations to join our PGI Trust Company Operations and Governance team. You will support the daily administration, oversight, and operational integrity of the Trust Company. It operates independently to ensure timely and accurate execution of key functions, including regulatory reporting, compliance monitoring, monthly reconciliations, document management, SharePoint administration, and process improvement. You will enhance operational efficiency while ensuring adherence to trust documents, ERISA requirements, policies, and regulatory standards. Key Responsibilities Regulatory Reporting & Compliance Assist with regulatory filings, committee materials, internal audits, state exams, and annual CIT reporting, including audits and Form 5500s. Conduct ongoing compliance monitoring in line with policies and regulations. Omnibus Account Oversight & Reconciliation Coordinate...