24 finance jobs found

What You'll Do: We are looking for a highly skilled and motivated Accountant to join our Finance team at Principal Financial Group. As an Accountant, you will have a pivotal role in supporting our Principal Asset Management distribution teams. Share key performance indicator results with business partners, handling extensive data sets and crafting data visualizations. This position presents an opportunity to enhance reporting capabilities for decision-making processes. Complete sales incentive calculations and payments with a high degree of accuracy and attention to detail. Conduct in-depth financial analysis and research to identify trends and variations, offering recommendations to optimize financial results. Collaborate with distribution partners to complete expense forecasts, ensuring a balance between business investments and financial projections.  Identify and implement operational improvements, promoting value objectives.   Operating at the...

What You'll Do: This role focuses on the RIA (Registered Investment Advisor) experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls from advisors and answer product related questions, performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data.    Here are a few examples of the kinds of things you’ll do: Proactive outreach to engage advisors (phone, email, meetings) Solve for needs across products: mutual funds, separately managed accounts, ETF's, 529's, internal funds, etc Learn to identify new sales opportunities and providing follow up   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!   *Heavy incentive component in addition to salary listed.   Apply today! Who You Are:...

What You'll Do: Play a key role supporting one of the largest and most sophisticated pension funds in the United States.  This is a unique opportunity to sit at the intersection of strategy, investment management, and real estate operating company (REOC) oversight—partnering directly with senior leaders of the client, internal senior management, and operating company executives across the US.   In this role, you’ll shape enterprise-level strategy for a multibillion-dollar real estate platform, support the creation and governance of new operating companies, evaluate entity-level performance, and help drive major initiatives such as recapitalizations, option exercises, and strategic growth opportunities.    Key areas of responsibility:   Enterprise & REOC Strategy   Provide strategic and analytical support across a portfolio of existing and prospective REOCs—helping evaluate performance, enterprise value, governance structures, and long-term entity...

What You'll Do: We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors has a very successful long-term track record running two US equity strategies with $68 billion in assets under management!   Aligned Investor's primary funds are the Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves long-term ownership of high-quality businesses with competitive advantages that are led by owner-operators. The process relies completely on fundamental company research. Our team is made up of passionate analysts who all work to deliver outstanding returns for our clients over full market cycles.   You will have the opportunity to direct and conduct fundamental research on US companies, monitor portfolio holdings and make recommendations to the Portfolio Managers. More specifically you will be able to:   Conduct fundamental, primary research on individual companies. Analyze the impact of competitive,...

What You'll Do: As a Business Partner Liaison , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit, and financial education to employees. The role of Business Partner Liaison is designed to onboard and support integration, manage ongoing relationships with the PEPS (Participant Planning and Education Services) team and provide an organized strategic and tactical approach to retaining relationships. Business Processing and Onboarding: Serve as primary point of contact for business processing activities. Develop and implement efficient processing workflows. Ensure accurate and timely completion of all business transactions. Monitor and track processing metrics. Maintain documentation in CRM and compliance standards. Relationship Management: Build and maintain strong relationships with key stakeholders. Provide regular updates and communication to partners....

What You'll Do: We’re   looking for an Equity Portfolio Management Associate to join   the Principal Equities team . In this ro le,   yo u’ll   provide trading, reporting, and ad-hoc support to the Portfolio Management team!     Portfolio Management Support:   Provide analytical support to Portfolio Managers by   monitoring   cash, entering   trades   and   assisting   with compliance monitoring.   Operations Oversight:   Act as operational liaison with Principal Asset Management operations & compliance teams to address issues and ensure operational consistency with firm practices.   Marketing Support & Data Analysis : Provide   accurate   information to   our   client   f or marketing needs.   Performance : Act as subject matter expert for data analysis and reporting, including risk/return metrics and performance attribution.   Provide input on projects to improve reporting...

What You'll Do: Come join our Annuities team as an Internal Wholesaler! This role partner's closely with your Regional Vice President to increase annuity sales. You'll be the subject matter expert on annuities to help registered representatives in a meaningful way to impact business.   Activities will include but not limited to: Actively contacting agents and other target audiences to educate on our annuity products Assist in developing annuity sales ideas and competitive products Providing marketing support to better provide awareness of our products Be the go-to for agents to help address problems on cases as they arise Serve on committees to work on special projects in sales or other related areas 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!   Apply today! Who You Are:...

What You'll Do: The mission of th e  Jr Business Operations Analyst  is to elevate the broker, contract holder, and participant experiences interacting with Principal Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and  optimize  our document management systems, with a focus on  leveraging  technology to modernize interactions, process improvement initiatives, and brand & compliance maintenance. Act as a liaison between business partners and technical areas to implement business,  marketing,  and technical infrastructure solutions to meet immediate and strategic needs. Participate in and contribute to strategic discussions and recommend cost effective solutions. Lead large business unit and cross business unit projects including analysis, business/functional  requirements  and testing.     Assist  with  the   business  analysis for large and...

What You'll Do: We're looking for a Strategic Portfolio Manager to join our enterprise IT management area leading the enterprise data & analytics (EDA) portfolio. In this role, you'll partner with portfolio leaders, IT teams, and enterprise stakeholders to influence and ensure the EDA portfolio is in alignment with enterprise strategy. This includes setting clear priorities, manage dependencies, and lead effective trade-off decisions to optimize business outcomes within resource constraints. You'll serve as a trusted collaborator and advisor to the portfolio leadership team, share, communicate and promote the portfolio vision to ensure visibility of products/services across the enterprise, foster change leadership consensus to continuously improve portfolio management outcomes, and leverage effective portfolio management tools and techniques which complement the operating model. You’ll have a focus on: Execution of Strategy - Ensure alignment of the EDA portfolio to...

What You'll Do: We’re looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you’ll cover the TMT and Industrial sectors!  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 global investment solutions business for Principal Financial Group® (Nasdaq: PFG),...

What You'll Do: We’re looking for an Asset Management Analyst to join our Principal Real Estate team. In this role, you’ll perform lease analysis, valuation modeling, cash flow analysis, development feasibility analysis, and reporting!   Principal Real Estate provides private equity asset management services for client portfolios. The Asset Management Group is actively involved in all stages of the investment life cycle including ground-up development or redevelopment, the acquisition and disposition process, and oversight of property management and leasing. Asset managers participate in developing the investment strategy and tactical plan for each property and have primary responsibility for its execution. Interact closely with a Senior Asset Manager(s) as well as local market contacts including property managers, leasing agents, and capital markets/transaction brokers, to develop budgets, business plans, and assist with deal underwriting. Participate in the quarterly...

What You'll Do: The Real Estate Equity Portfolio Management team is currently recruiting for a Portfolio Analyst II.   In this role, you will provide analytical support to the U.S. Property Portfolio Team including sensitivity and variance analysis of annual operating budgets and business plans, asset valuation models, portfolio diversification, performance returns and attribution and other asset/portfolio metrics as directed by the team In addition, you will assist portfolio managers with external communication to clients and consultants. You will also support the following: Portfolio Analysis: Develop extensive knowledge of the assets within the portfolio. Provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, attribution, and other relevant financial analysis. Address less complex consultant and client questions regarding portfolio analysis....

What You'll Do: We are looking for a Senior Portfolio Associate to join our team !  This role is responsible for providing comprehensive operational support to the Corporate Private Placements and Infrastructure Debt teams, including trading support , portfolio credit reporting tracking, client portfolio servicing, RFP responses and client reporting, portfolio valuation, and ensuring timely execution of internal workflows.   Key responsibilities:   Monitor portfolio holdings for financial reporting and covenant compliance tracking   Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams   Support coordination with client requests and ad hoc portfolio monitoring and reporting   Support inquiries from marketing, RFP, product, distribution, clients, and client reporting   Develop knowledge of financial markets, current events, laws and regulations, tax and accounting...

What You'll Do: We’re looking for a Portfolio Analyst to join our General Account Investments team! In this role, you will support the management of the General Account investment portfolio, monitor Alternative Assets and an ICOLI program, make investment recommendations, enhance the modernization of portfolio reporting and risk monitoring, contribute to performance attribution analysis, and assist with additional projects as assigned. Investment Strategy: Support the investment strategy process through the creation and maintenance of reports tied to the various strategic objectives. Spend time with asset class teams to learn the underwriting process, improve investment knowledge, learn about General Account portfolio management strategy, and understand drivers of return and risk. Assist in developing attribution tools to help explain performance for single asset class. Make investment and portfolio recommendations to portfolio managers regarding their asset class coverage....

What You'll Do: We’re looking for a Sr Product Consult to join our retirement product Investment team.  In this role you’ll lead strategic initiatives and high-visibility investment projects to successful completion. Manage and strengthen internal and third-party relationships that support Principal Financial Group’s investment products and services. Drive development and implementation of new investment offerings while providing training, clear communications, and support to sales teams, financial professionals, retirement plan clients, participants, and other stakeholders. Key Responsibilities: Manage third-party, and internal, relationships to deliver product efficiency for managed accounts. Oversee workflows to ensure quality and timeliness. Serve as primary liaison and escalation point between vendors and internal business partners. Track and analyze vendor performance, providing leadership with insights and recommendations for improvement. Drive...

What You'll Do: We are seeking a motivated and detail-oriented intern to join our Risk Management team for Summer 2026! This position offers hands-on experience in identifying, assessing, and mitigating risks across the organization. You will work closely with risk management professionals while having exposure to business leaders, control partners, and internal audit as we work through real-world risks & opportunities that financial services face in today’s business environment. 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! What You'll Do Assist in risk assessments and control evaluations across our business operations Support the development and...

What You'll Do: Bring your actuarial mindset into the business and help shape the future of annuity product as a Product Development Assistant Director (Annuities)   If you’re energized by blending product expertise, technical depth, and real business impact—this is not your traditional actuarial role. We’re looking for a Product Development Assistant Director who wants to be closer to the business, partner directly with sales and technology teams, and play a key role in how new annuity products come to life.   In this role, you’ll become the go-to expert on annuity product mechanics—how they work, how they calculate, and how they show up in the market. You’ll work across product, actuarial, sales, and systems to ensure product ideas are modeled accurately, implemented correctly, and understood clearly.   What You’ll Do Serve as the subject matter expert on annuity product calculations, validating methodologies and ensuring accuracy in implementation....

What You'll Do: We’re looking for an Analyst, Investment Solutions to join our team! In this role, you'll be responsible for providing operational investment support to Client Portfolio Managers that provide Outsourced Chief Investment Officer (OCIO) solutions to clients.   Responsibilities Include:   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...

What You'll Do: We’re looking for an Assistant Actuary or Financial Analyst V to join the Integrated Finance Solutions team. This role will act as an Actuarial Model Consultant you will own and manage centralized MG-ALFA/Integrate models and Integrate processes to serve Business Unit modeling needs across a variety of actuarial functions. Collaboration and communication with Actuaries, Accountants, and IT professionals across the Enterprise is essential. In this role, you'll be the key contact to synthesize business needs into actionable steps and develop appropriate model solutions while adhering to industry best practice development standards. Talent and passion for actuarial modeling are a requirement to be successful! Meet modeling needs through deep model expertise, including but not limited to: End-to-end model process knowledge and troubleshooting capabilities, ALFA/Integrate development skills and feature engineering, Accountability for technical components of all...

What You'll Do: Are you looking to grow your career in investment operations? If so, join Principal as an Associate, Investment Operations!   As an Associate, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements. Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation,...