Job Description

What You'll Do:

We’re looking for an Associate to join our RFP team! In this role, you’ll be responsible for the submission of Due Diligence Questionnaires (DDQs) and Consultant Database (CDB) entries which promote the products, services, and retention of Principal Asset Management’s prospects and existing clients.

• Create, coordinate, and maintain submissions for supported clients, consultants, and products. Source, interpret and analyze qualitative and quantitative information for applicability and completeness.
• Use various tools effectively and efficiently (Responsive, PowerBI, Snowflake, Excel, Seismic, DilligenceVault, etc.) for use in request submissions and data loading.
• Experience collecting and aggregating data from multiple sources, including databases, APIs, and raw data files
• Strong proficiency in creating and manipulating pivot tables, as well as data segmentation and analysis.
• Liaise with peers, leadership, subject matter experts (SMEs), and key data teams around the organization to ensure accuracy of submissions and data.
• Organize and efficiently manage workload. Communicate to business partners including investment staff and distribution on project progress updates.
• Perform other job-related duties or special projects as requested.

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!

Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at

Who You Are:

• Bachelor's degree plus 2+ years relevant experience in the financial industry
• Strong project management, interpersonal, organizational, and written and verbal communication skills
• Knowledge and basic understanding of asset management and the ability to learn Principal Asset Management's business, products, and markets
• Proficiency in Microsoft Office (specifically Word and Excel)
• Ability to learn applications, databases, and systems used within the firm
• Keen attention to detail and data analysis
• May require fingerprinting with Principal Funds Distributor

Skills That Will Help You Stand Out

• Previous experience in an RFP, Marketing, or Sales capacity, preferably within a financial services or asset management company
• Holds FINRA Series 7

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $71250 - $95950 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:

Location

This role will be based out of our World Headquarters located in Des Moines, IA. This role offers the ability for in-office or three days in-office and two days remote. You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 12/6/2024 Latest Post Date: Careers - US: 12/6/2024

Job Tags

Permanent employment, Full time, Temporary work, Work experience placement, Remote job, H1b, Flexible hours,

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