Analyst, Institutional Asset Management

What You'll Do: As an Institutional Sales/Distribution Analyst, you will support the distribution team’s engagement with institutional plan sponsors, including public and corporate pensions, nonprofits, and insurance general accounts, across public and private market asset classes. Responsibilities include working alongside our institutional sales team –preparing briefing documents, providing follow up materials, and collaborating on pipeline opportunities. We’re looking for someone who embraces new opportunities to learn, thrives under pressure and can juggle competing demands. The role requires the ability to engage across the full spectrum of work, from day-to-day tactical responsibilities to strategic and analytical initiatives. This is an excellent opportunity to build a career in asset management and play a part in our team’s strategic effort to retain and grow assets under management. Key responsibilities • Support institutional sales team members with day-to-day activities. • Act as a team representative and critical liaison with external and internal constituents -providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates. • Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning. • Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials. • Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach. • Create and update internal Power Point presentations, take meeting notes, track action items and follow up. • Manage contact lists and oversee the team’s coordinated outreach related to specific offerings and firm announcements. • Assist with project work like pipeline tracking, strategic initiatives and other tasks or projects as directed. What we offer • Structured onboarding and mentorship with exposure to senior leaders and investment team members – across traditional and alternative investment offerings. • Client-facing opportunities and career path towards roles related to sales, consultant relations, client management. • Competitive pay, bonus, benefits, and professional development support. Who we are • 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, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com! Who You Are: • Bachelor’s degree in finance, economics, business or related field or 3+ years related work experience. • Strong work ethic, self-motivated, driven and collaborative. • Passionate about financial markets and investment offerings; ability to understand and articulate basic knowledge related to equities, fixed income and alternatives. • Excellent written/verbal communication and relationship building skills • Proficiency with PowerPoint and Excel charting to create internal presentations, reporting and contact tracking. • Detail-oriented with strong organizational/time-management skills and ability to manage competing priorities. • Comfortable with data entry and database management (CRM experience preferred — e.g., Salesforce and PowerBI). • Professional demeanor for internal and external interactions. • Committed to 3 years in this role for effective development and foundational understanding of asset management distribution Skills That Will Help You Stand Out • Experience working at an asset manager, institutional consultant, plan sponsor, or financial services firm in roles such as an analyst within investor relations, client services, sales support, RFP, operations, etc. • Familiarity with DDQ and RFP databases and industry sources such as MMD, eVestment, findaily, Ignites, FundFire, Mercer Insights, PPIQ and P&I • Experience using systems and applications/databases (e.g.Salesforce, PowerBI and Teams) • Understanding of institutional investment processes (search/selection, due diligence, reporting). • CFA Level I or progress. • FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months • Must be able to attend to and prioritize day-to-day demands while maintaining a strategic, analytical focus. 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: $69300 - $126000 / 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 Location is flexible. Work Environments This role offers the ability for in-office or hybrid (blending both office and remote work in a typical work week) work arrangements. You’ll work with your leader to determine 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): 1/7/2026 Latest Post Date: Careers - US: 1/7/2026 LinkedIn Remote Hashtag : #LI-Remote Apply tot his job