Senior Portfolio Analyst, Quantatative Strategist

What You'll Do

• Provide relative asset class research and make recommendations to enhance multi‑asset class strategy performance.
• Lead the design, development, and implementation of advanced quantitative models for portfolio optimization/construction, relative asset allocation, and risk‑return analytics.
• Develop and enhance capital market forecasts that inform asset allocation decisions and multi‑asset class portfolio construction as it relates to Target Date strategies.
• Drive research initiatives focused on asset class alpha generation, factor modeling, and systematic investment strategies.
• Evaluate and integrate alternative data sources and machine learning techniques into the investment process.
• Collaborate cross‑functionally with investment, technology, and data teams to enhance analytics infrastructure and data pipelines.
• Communicate complex investment concepts and strategies to portfolio managers and stakeholders.

• Bachelor’s or Master’s degree with an emphasis in Mathematics, Statistics, Financial Engineering, Economics, or a related quantitative discipline.
• Strong programming expertise in Python, R, or C++ with experience deploying production‑level models.
• 8+ years of investment experience in quantitative research, asset management, or portfolio analytics.
• Deep knowledge of portfolio theory and risk modeling frameworks (e.g., VaR, factor models).
• Proven track record of developing models that impact investment decisions or portfolio performance.
• Experience with large datasets, time‑series analysis, and advanced statistical or machine learning techniques.

• Derivatives experience.
• Advanced training in mathematics, statistics, computer science, or another highly quantitative field.
• Demonstrated strong analytical and problem‑solving skills with the ability to synthesize large datasets into actionable insights and recommendations.
• Experience applying artificial intelligence or machine learning techniques to asset class analysis, portfolio construction, investment research, or signal development.
• Excellent ability to communicate advanced concepts in a concise and logical manner.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks and requests from various stakeholders in a timely and efficient manner.

Targeted base salary range: $157,000 - $213,000 per year. Additional compensation through annual profit share bonus and, for exempt positions, a bonus plan.

The base salary range for this role is $157,000 - $213,000. Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities. In addition to base pay, this role participates in an annual profit share bonus plan.

Flexible Time Off (FTO) is provided to salaried (exempt) employees, allowing paid time away from the office for vacation, personal or short‑term illness. Employees do not accrue a bank of time off under FTO and there is no set number of days provided.

Eligible for pension program.

Des Moines, New York City, Seattle, or Raleigh.

Currently not considering candidates requiring immigration sponsorship. Accepting only employees authorized to work in the United States without sponsorship.

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.