Intern Client - Asset Management
Listed on 2026-07-02
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Finance & Banking
Financial Analyst
Location: Iowa
What You’ll Do
We’re looking for a Summer 2026 Intern to join our Client Experience (CX) team within Asset Management. This internship will let you observe all aspects of the client journey and participate in enhancing it.
Internship Responsibilities- Own a portion of client due diligence questionnaires (DDQs) or requests for proposals (RFPs).
- Conduct client metric reporting and trend analysis.
- Work on client relationship management (CRM) system or client portal projects and enhancements, often spanning multiple teams.
- Collaborate with the CX group and stakeholders in Distribution, Operations, or Investment to complete tasks and develop solutions.
- Working toward or holding an undergraduate or graduate degree in Finance, Accounting, Economics, Data Analytics, Business Analytics, or related majors.
- Excellent problem‑solving, analytical, organizational, and communication skills.
- Comfortable in a fast‑paced environment.
- Intellectual curiosity.
- Minimum 3.0 GPA.
- Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint).
- Intermediate to advanced understanding of investment concepts.
- Experience with data visualization tools such as Tableau or Power BI.
- Highly detail‑oriented, curious, and self‑driven.
- Willingness to tackle new tasks and find ways to improve or automate processes.
- Project‑oriented with the ability to drive and compile meaningful results.
$20 – $31 per hour.
Internship StipendMonthly stipend of $3,000 to support incidental expenses, with a tax gross‑up provided.
LocationDes Moines, IA (onsite/hybrid).
Benefits- Paid company holidays and any state‑required time off.
- No pension eligibility.
We are not considering applicants who require immigration sponsorship (such as F1‑OPT, H‑1B, TN, etc.).
Investment Code of EthicsAll Principal Asset Management employees must adhere to an Investment Code of Ethics governing personal and business conduct and personal trading activities.
Equal Opportunity EmployerAll 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 WindowApplications are accepted for three full days following the original posting date and may continue to be open or removed afterward.
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