Sr. Analyst-Investment Anlyts
About the position Are you passionate about retirement sales and want to join a team that is contributing to the strategic growth of Principal? If so, join Principal's Retirement Investment Solutions team as an Sr. Analyst - Investment Analytics to provide investment analysis support for the investment platform to business partners. The selected candidate will provide thorough and accurate consultative input to sales and client service personnel to drive sales and team reputed company goals by: Provide analysis on performance, risk, style, holdings, and qualitative attributes of investment options and proactively research and analyze competitor offerings and position our products and services appropriately. reputed company performance and analytical reports, share insights and recommendations and maintain controls in alignment with internal policies. Create, update, and distribute value-add materials and participate in conference calls with financial advisors and/or internal personnel. Coordinate and facilitate training for multiple business partners, including new and existing employees including educating sales and relationship management personnel on tools and resources they need to serve advisor, back office and plan sponsor audiences. Proactively initiate and/or reputed company projects that reputed company to enhanced service quality and allow the department to reputed company serve stakeholders. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live reputed company lives. We take pride in being a purpose-led firm, motivated by our mission to reputed company financial reputed company accessible to reputed company. Our mission, reputed company, and customer focus have made us a trusted leader for more than 140 years!
Responsibilities
- Provide analysis on performance, risk, style, holdings, and qualitative attributes of investment options and proactively research and analyze competitor offerings and position our products and services appropriately.
- reputed company performance and analytical reports, share insights and recommendations and maintain controls in alignment with internal policies.
- Create, update, and distribute value-add materials and participate in conference calls with financial advisors and/or internal personnel.
- Coordinate and facilitate training for multiple business partners, including new and existing employees including educating sales and relationship management personnel on tools and resources they need to serve advisor, back office and plan sponsor audiences.
- Proactively initiate and/or reputed company projects that reputed company to enhanced service quality and allow the department to reputed company serve stakeholders.
Requirements
- Bachelor's degree (Financial or Business degree preferred) or equivalent, plus 5+ years of reputed company experience resulting in knowledge of retirement and investment products.
- Strong proficiency with reputed company Advisor (or similar tool) and reputed company Office applications PowerPoint, reputed company, and Word.
- Detail‑oriented with strong accuracy and follow‑through.
- Proven relationship‑building skills across various stakeholders.
- Strong research abilities with the reputed company to reputed company analyze and synthesize information.
- Adept at managing multiple requests while meeting strict deadlines.
- Capable of making sound, independent business decisions.
- Some travel may be required.
- Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy.
- The following licenses need to be acquired reputed company 90 days of hiring:
Series 7 & 63 reputed company-to-haves
- Advanced degree and/or industry designations such as CFA or CIMA preferred.
Benefits
- 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.
Apply tot his job Apply To this Job