Principal Portfolio Specialist - Aligned Investors in Des Moines, Iowa
Aligned Investors is a specialized US equity manager within Principal Global Investors. The dedicated team based in Des Moines, IA, has over $40B in assets under management in its Midcap and Blue-Chip strategies. Aligned’s process involves long-term ownership of high-quality companies that are led by owner-operators. This distinctive process has produced exceptional results through market cycles since 1999. Aligned Investors benefits from the focus of a boutique firm while leveraging the deep resources of Principal Global Investors.
Aligned Investors is seeking a Portfolio Specialist to join its growing team. The position’s responsibilities include representing and positioning Aligned’s fundamental investment capabilities with clients, intermediaries, and distribution partners. The position will support all aspects of business development and client communication for Aligned strategies.
This will include:
Coordination with sales, marketing, client service and product management teams to drive growth in the Aligned business.
Direct client interaction, both virtually and in person, in conjunction with the established distribution and relationship management teams.
Partnering with marketing to develop effective thought capital and other materials to represent the team’s capabilities and performance.
Oversight of the accuracy and quality of marketing materials, databases, requests for proposal, due diligence questionnaires, and portfolio reporting and analytics.
Interaction with portfolio managers and analysts to develop deep knowledge of the portfolio and its individual investments.
Bachelor’s degree, preferably in finance, business, economics, or marketing
Five or more years of experience in the investment management industry, with direct investment, product, or sales experience
CFA designation (or progress towards) strongly preferred
Broad investment management and financial market knowledge, ideally with expertise in equity products
Must be an excellent communicator and presenter, both orally and written, with vision to create and maintain a compelling story for the Aligned strategies
A desire to interact frequently with distribution teams, improving their product knowledge and supporting sales efforts
Proficient analytical and technical ability in Excel, PowerPoint and FactSet
Willingness to frequently travel; this role may require as much as 50% of time spent traveling for business
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
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.
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.
Requisition ID: 2021-29544
Enterprise Segment: PGI
Business Area: PGI Aligned
External Company Name: Principal Financial Group
Street: 711 High Street
FLSA Status: Exempt