Analyst - Investment Analytics

What You'll Do

As an Analyst - Investment Analytics at Principal Financial Group, you will immerse yourself in a dynamic environment, providing critical insights and analytics to improve our sales strategies. This role is outstanding in its focus on delivering flawless investment analysis, enabling our team to strictly compete in the market. You will collaborate closely with our sales teams, offering vital support and expertise to ensure our investment products are exceptionally positioned. Key responsibilities include:

• Conducting detailed analysis on performance, risk, style, holdings, and qualitative attributes of funds available through Principal’s investment platform.
• Preparing detailed performance and analytical reports, sharing insights and recommendations to ensure alignment with our world-class standards.
• Proactively educating and updating business partners within the sales distribution channel.
• Conducting training sessions for both new and existing employees to guarantee perfect implementation of our sales strategies.
• Performing other job-related duties or ambitious special projects as required.

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 (Financial or Business degree preferred) or equivalent, plus 2+ years of related experience.
• CFA, CAIA, or CIMA candidacy, or progression towards designation, or equivalent experience, is desired.
• Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint, Excel, and Word.
• Strong analytical, organizational, time-management, and outstanding verbal and written communication skills.
• Good understanding of the asset management business and investment products.
• Diligent with the ability to effectively and professionally communicate and build relationships with various collaborators.
• Able to efficiently research, analyze, and synthesize information.
• Must be customer service and team-oriented, able to work independently, and adept at managing multiple requests to strict deadlines.
• 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 within 6 months of hiring:

• Series 7

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. The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. Analyst - Investment Analytics: $73,150- $99,750/ year Sr. Analyst - Investment Analytics: $89,300 - $120,650/ year

Salary Range

$73150 - $120650 / 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

Job Level

We’ll consider talent at the next level with the right experiences and skills. To consider candidates at the Sr. Analyst – Investment Analytics level please see below for qualifications:

• Bachelor's degree (Financial or Business degree preferred) or equivalent, plus5+ years of related experience resulting in knowledge of retirement and investment products.
• Advanced degree and/or industry designations such as CFA or CIMA preferred.
• Strong proficiency with Morningstar Advisor (or similar tool) and Microsoft Office applications PowerPoint, Excel, and Word.
• Detail‑oriented with strong accuracy and follow‑through.
• Proven relationship‑building skills across various stakeholders.
• Strong research abilities with the capacity to efficiently analyze and synthesize information.
• Adept at managing multiple requests while meeting strict deadlines.
• Capable of making sound, independent business decisions.

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 within 6 months of hiring:

• Series 7 & 63

Location

This position is based out of our Des Moines, IA office and will have a hybrid work arrangement of 3 days in the office and 2 days remote.

Work Authorization/Sponsorship

At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please refer to the provided links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Ethics Code

In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.

Experience Principal

At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success is founded on the unique experiences, backgrounds, and talents of our employees. We provide support to our employees in the same manner as we provide for our customers: with all-inclusive, competitive benefit options intended to protect their physical, financial, and social well-being. Check 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)

4/7/2026

Latest Post Date: Careers - US

4/7/2026