Analyst, Investment Solutions
About the position
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.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!
Responsibilities
• 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 expense collection.
• Support Projects & Operations: Assist with special projects such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting.
Requirements
• Bachelor's degree (Financial or Business degree preferred) or the equivalent experience
• Must possess a good understanding of investments and retirement plans
• Good working knowledge of Microsoft Excel
• Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills
Nice-to-haves
• Experience with JIRA
• Defined benefit experience
• Customer service and team oriented
• Must be able to work independently and manage multiple deadlines
Apply Now
Apply Now
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.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. 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!
Responsibilities
• 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 expense collection.
• Support Projects & Operations: Assist with special projects such as ADV delivery, marketing updates, quarterly rebalancing, data pulls for RFPs, template reviews, advisor model updates, and business reporting.
Requirements
• Bachelor's degree (Financial or Business degree preferred) or the equivalent experience
• Must possess a good understanding of investments and retirement plans
• Good working knowledge of Microsoft Excel
• Must possess excellent written and verbal communication skills, organizational, human relations, math, time-management and analytical skills
Nice-to-haves
• Experience with JIRA
• Defined benefit experience
• Customer service and team oriented
• Must be able to work independently and manage multiple deadlines
Apply Now
Apply Now