14 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: We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the General Account portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio strategy, evaluate risk and return across investments, and support the ongoing management of real estate debt portfolios. Key areas of responsibility: Support a Sr Portfolio Manager in the development and execution of portfolio strategy and tactical plans aligned with client and General Account risk/return objectives, including product type, geography, leverage, and tax considerations. Manage smaller or less complex portfolios independently and provide analytical and strategic support on larger or more complex portfolios and funds. Monitor portfolio performance and risk metrics; conduct sensitivity, variance, and scenario analyses; and recommend adjustments to holdings as...

What You'll Do: We’re looking for an Associate Financial Advisor to join our Workplace Personal Investing team! In this position, you will:   Support clients beginning their financial journey by delivering foundational financial advice and client service. Assist clients with onboarding, basic financial and investment education, and digital planning tools. Act as the initial point of contact, conducting discovery conversations to understand client goals and referring more complex needs to senior advisors.     For unlicensed talent, the company offers a Pre-Licensure Training Period, during which you will complete required study, training, and preparation activities needed to obtain your regulatory licenses. Licensure is required within 90 days of hire and is an essential component of the role.   What You’ll Do During the Pre‑Licensure Period (First 90 Days) Participate in required training programs, study sessions, and licensing preparation...

What You'll Do: Join our Global Sourcing team and play a central role in shaping how we deliver value across the enterprise. This role sits at the intersection of strategic sourcing, investment data, and stakeholder partnership, supporting critical business, technology, and investment outcomes.   As a Sourcing Consultant focused on Market Data, you will help drive the sourcing, governance, and lifecycle management of complex third‑party data relationships. You’ll partner closely with internal leaders and external providers to balance innovation, risk, commercial rigor, and long‑term value. This role is ideal for someone who brings strong self‑awareness, a high degree of personal accountability, openness to feedback and learning, and the ability to build trust with diverse stakeholders   Strategic Sourcing & Category Management Partner with internal business, investment, technology, legal, compliance, and finance leaders to deliver best‑in‑class market data...

What You'll Do: We’re looking for an Investment Manager - Capital Markets to join our Commercial Real Estate Private Equity Real Estate team. In this role, you’ll be responsible for sourcing, coordinating and implementing secured and unsecured financing arrangements in real estate investments managed by Principal Real Estate Investors!   Relationship management of external lending relationships and execution of these financing arrangements Strategy consultant with Portfolio Management in determining the best financing execution for their properties and portfolio Execute the determined financing strategy (including preparation, sourcing, negotiation and documentation of various debt structures). Conduct ongoing research of pricing trends, loan documentation and related developments with lenders and institutional investors About Principal Asset Management   Principal Real Estate, a top-10 global real estate manager with approximately $100B in assets under...

What You'll Do: We are hiring for an Associate Actuary or Assistant Financial Director in Treasury on the Capital Management and Reporting team. You’ll play a critical leadership role in shaping Principal’s capital deployment, management, and strategy. You’ll provide technical expertise, strategic insights, and forward‑looking analysis to help steward the financial strength of the enterprise. In this role, you will influence capital decisions across business segments, guide executive leadership on capital positioning, and own the development and communication of key capital metrics. Key Responsibilities Lead enterprise capital reporting and analysis , serving as the authoritative source for understanding capital positions across entities and at the total‑company level. Provide strategic guidance to the CFO and Treasurer on both short‑ and long‑term capital positioning, offering recommendations and actions that directly influence financials, shareholder perception...

What You'll Do: We’re looking for an Associate Actuary to join our Variable Annuities team. In this role, you’ll work collaboratively to drive forward pricing and product development efforts related to our VA and RILA products! We're looking for someone who will:   Work collaboratively with actuarial and product teams to deliver on our growth strategy. Lead efforts of analysis and recommendations for actuarial assumption review on our VA block. Collaborate with the RIS Modeling Team in providing critical review and modeling assistance for the variable annuities forecast model and cash flow testing models. Contribute to generation of strategic metrics across the variable annuity line of business, including profit and growth metrics that go to the board. Provide analysis and support for a variety of potential cross-team initiatives such as claims management, large case sales, data analysis, and more.   Operating at the intersection of financial services and...

What You'll Do: As a Senior, Client Service Manager , you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth. Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently. Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks....

What You'll Do: We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.   This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team. Key Responsibilities: Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency. Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs. Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear. Identify data or content issues during report production and escalate them appropriately to ensure quality and timely...

What You'll Do: In this key position, you will lead and mentor a team of registered principals who supervise and monitor business activities of securities registered representatives and investment adviser representatives affiliated with Principal Securities, Inc. (PSI). You will ensure compliance with FINRA regulations, SEC rules, state laws, and internal policies while maintaining strong supervisory controls. Additionally, you will promote clear communication and relationship building with PSI’s affiliated sales managers and financial professionals.   Manage, supervise, and lead registered principals for an assigned region, coordinating the monitoring of retail-facing Financial Professionals. Serve as the main contact in the Supervision Department for the field, field leaders, and supervision-related communications, customer complaints, and business conduct issues. Monitor timings and conduct capacity planning to ensure the efficient completion of new business reviews....

What You'll Do: In this multifaceted role, you will assist with internal sales efforts for Principal Securities by developing and implementing sales plans, activity reports, and rotation schedules. You’ll collaborate with marketing, product, and communications teams to align campaigns and support financial professional relationships while meeting internal sales targets. Key responsibilities include providing intermediaries with sales ideas, handling product inquiries, sharing performance data, identifying new opportunities, and supporting external wholesalers with territory management.    Initiate and follow up on sales calls to develop relationships with financial professionals, representing a diverse range of products including Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, and retirement solutions. Determine client requirements and offer sales suggestions, respond to product inquiries, deliver performance information, and introduce new...

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...

What You'll Do: We’re looking for a Financial Analyst V to join our Benefits & Protection Finance team. In this role, you’ll focus on financial analysis and modeling of expense impacts for strategic initiatives and other projects. Provide expertise, project support, and project leadership for complex projects in support of the financial function and the goals of the business unit. This includes identifying project barriers, alternative solutions for implementation, follow up actions needed, and the impact on financial and other goals of the company. Lead large projects that could involve the coordination of several areas. Must be able to manage and prioritize several small projects at the same time. Perform financial analysis and research; identify trends and variances on a timely basis for use by management and other operating areas in decision making. Make recommendations as appropriate. Initiate opportunities to provide technical and business expertise to...

Job Details Description Pella Regional Health Center is seeking an experienced and strategic Chief Financial Officer (CFO) to join our executive leadership team. Working under the direction of the Chief Executive Officer, the CFO is responsible for the overall financial management and fiscal integrity of the organization while providing leadership oversight for multiple operational departments. The CFO has responsibility for Finance, Business Office, Health Information Management, Materials Management, Compliance, Human Resources, Education, and Nutritional Services. This role plays a critical part in aligning financial strategy with organizational goals, ensuring regulatory compliance, and supporting sustainable growth. As a key member of the administrative team, the CFO collaborates closely with executive leadership, the Board of Trustees, and department leaders to guide strategic decision-making, operational efficiency, and long-term planning. The CFO provides...