Dec 20, 2025
What You'll Do:
As a Strategic Client Group Analyst, you’ll contribute to the team’s collaboration with sales, marketing, product development and others to maximize the firm’s ability to generate interest across capabilities by providing analytical support, internal reporting and sales idea logistics for the team. This role will be highly integrated into our key account team representing our largest strategic relationships and will offer you a robust experience within asset management. Here are a few examples of the types of things you’ll do: Utilize various analytical tools, including Morningstar, Evestment, Dakota Live, and Cerulli to source and research investment opportunities at strategic relationships. Support and maintain Monthly & Quarterly sales reporting, as well as assist with strategic planning and budgeting. Coordinate deliverables for key relationships, including investment proposals, key performance indicators, activity reporting, and investment...
Principal Financial Group
Des Moines, IA, USA