4 finance jobs found

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: 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 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: 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....