Performance Analyst - #196723

Principal Financial Group

Date: 06/08/2022 08:00 AM

City: Cambridge, Iowa

Salary: $65,600 - $90,300 / year

Contract type: Full Time

Work schedule: Full Day


As a Performance Analyst in our PGI Operations area, you’ll act as a technical expert within the performance team and be an integral part in supporting the Investment, Marketing, and Operations teams

You’ll have the opportunity to:

  • Drive Investment Operations projects and processes associated with performance, attribution, asset modeling, asset valuation, security/portfolio level characteristics and analytics to identify ways to maintain accuracy, reduce risk and improve efficiency.
  • Strengthen relationships with internal customers, provide education, and consult around complex and new initiatives to meet dynamic client needs.
  • Serve as a mentor, technical trainer, and resource to others on the team.
  • Perform calculations, analysis, research, and report preparation to support performance measurement, analytics & risk, and portfolio management processes.
  • Support global investment initiatives through participation in projects, implementation of new initiatives, process reviews and/or system enhancements.

What are we looking for?

  • Intellectual Curiosity: Desire to recognize patterns, trends, themes, and connections in information to develop innovative ideas and solutions.
  • Problem Solving: Accurately identify and assess problems and effectively arrive at solutions.
  • Communication: Influence stakeholders and identify the resolution or escalate problems when necessary.
  • Constructive Engagement: Expresses ideas and thoughts, constructively resolves conflict, find efficiencies, and encourages others to the same.
  • Informal Leader: Proactively build and maintain positive relationships with the team and across business units.

This position is also a great way to advance your career. As a growing company with more than 18,500 employees around the world, Principal offers a lot of ways for you to learn more, earn more, and achieve more!

We are looking for someone with:

  • Bachelor's degree, or equivalent, in accounting, finance, economics or business required
  • 2+ years' work experience in investment/mutual fund operations or related field required
  • Solid analytical, problem solving, interpersonal, time management, planning, decision making, relationship building and communication skills required
  • Detailed oriented
  • Ability to handle multiple, increasingly complex, tasks, prioritize effectively and be flexible as business needs change
  • Ability to take initiative, be a self-starter and work independently

Successful candidate will have the following:

  • Understanding of Global Investment Performance Standards (GIPS), financial markets, investment strategies, security types, risk statistics, investment performance, characteristics/analytics, and attribution methodologies required
  • Experience with Eagle Investment Systems, Factset, and Aladdin preferred
  • Desire for continued education, CFA, CIPM, Master's etc.
  • Client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely information with minimal supervision
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: $65600 - $90300 / year Additional Information:

Work Authorization/Sponsorship

At this time, we're not considering candidates 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. and

Investment Code of Ethics

For Principal Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

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.

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