Principal Financial Group Financial Analyst III -Principal Securities in Des Moines, Iowa
What You'll Do
Principal is looking for a Financial Analyst III to join our Principal Securities Finance team! You'll partner closely with Principal Securities management, Principal Financial Network, and other areas across the enterprise. Principal Securities and Principal Financial Network sit at a unique nexus within the Principal enterprise, serving as an important distribution channel for each domestic business unit and most products.
Own and evolve the Principal Securities financial forecast Excel model and leverage Excel model templates to underwrite offers for Principal Financial Network’s new recruits.
Review and analyze financial results and forecasts for Principal Securities; clearly communicate observations.
Build new financial models in Excel to support ad hoc financial analyses, including cost/benefit, pricing, and cost structure analyses. Seek opportunities to streamline existing analyses.
Build intuitive visualizations to communicate trends and provide valuable insights; collaborate with PSI CFO to prepare Board and other presentation materials.
Work towards self-development by growing knowledge of Principal Securities, Principal Financial Network, Principal’s domestic lines of business, and industry.
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!
Who You Are
Bachelor’s degree required. Finance preferred
2+ years of related experience required
Experience with Microsoft applications, specifically Excel financial modeling, data visualization, and PowerPoint
Demonstrated proficiency and desire to learn, with the ability to understand and interpret financial statements
Strong technical, analytical, and problem-solving skills
Excellent communication and teamwork skills
Adaptability to change and willingness to hit deadlines
Skills That Will Help You Stand Out
- FINRA licensing including Series 27
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.
$71300 - $96000 / year
This position is located at our headquarters in Des Moines, IA.
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 (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) andGreen Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/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.
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 ourcareers site (https://www.principal.com/about-us/careers) 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.
Job Locations US-IA-Des Moines
Posted Date 2 weeks ago (5/22/2023 10:53 AM)
Job # 2023-39645
Ent Seg Benefits & Protection
Bus Area Principal Securities
Pos Typ Regular Full-Time
Principal Financial Group
- Principal Financial Group Jobs