5 marketing jobs found

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: 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: As a Defined Benefit Transition Manager , you will coordinate the termination process of defined benefit plans and other deconversion services, such as contract terminations, with retirement plan sponsors. Develop strong client relationships through effective communication and delivery of expectations. Ensure that regulatory deadlines are met by client and recognize and research unusual and complex situations on behalf of clients. Assist with contributing to a high-performing team centered around innovation, process improvement, and collaboration.   Utilizing project management methodology, serve as the main point of contact for client interaction through various deconversion processes, including plan terminations and contract terminations. Implement a deconversion project plan and execute it to successful completion. Provide prompt and accurate technical, statutory, and regulatory information to customers to ensure a smooth termination process. Lead...

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 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...