Dec 19, 2025
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...
Principal Financial Group
Des Moines, IA, USA