Analyst, Institutional Asset Management

What You’ll Do

As an Institutional Asset Management Analyst, you’ll partner with the Head of U.S. & Canada Institutional and Global Consultant Relations and U.S. Institutional Sales leadership to drive business growth through data‑driven insights, pipeline analysis, and client intelligence. This role uses Salesforce, performance dashboards, and AI‑enabled resources to strengthen decision‑making, increase commercial efficiency, and support key growth initiatives across institutional channels. You will also lead the planning and management of conferences, sponsor ships, and client events that increase client engagement and market visibility.

• Drive Sales Acceleration & Pipeline Analytics – analyze pipeline activity, forecasts, and opportunity trends to support revenue growth and improve conversion rates.
• Leverage Data & AI‑Driven Insights – use Salesforce, analytics tools, and AI‑powered insights to improve targeting, prioritization, and decision‑making.
• Support Executive Reporting – build presentations, dashboards, business reviews, and strategic materials for senior leadership.
• Advance Growth Initiatives – support priority client, consultant, insurance, and strategic partner initiatives through research, planning, and opportunity tracking.
• Coordinate Conferences & Events – handle conferences, sponsor ships, and client events, covering planning, logistics, attendee targeting, follow‑up, and reporting.

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Strong analytical skills with a basic understanding of financial concepts.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with CRM systems is a plus.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team‑oriented environment.
• Detail‑oriented with strong organizational skills and the ability to manage multiple tasks.

• FINRA licensing including SIE or equivalent, series 7 and series 63.

$69,300 – $126,000 / year

• Wichita, KS: $69,300 – $94,500 / year
• Des Moines, IA: $73,150 – $99,750 / year
• Charlotte, NC: $77,000 – $105,000 / year
• Chicago, IL / Minneapolis, MN: $84,700 – $115,500 / year
• Los Angeles / New York City: $92,400 – $126,000 / year

Flexible Time Off (FTO) is provided to salaried (exempt) employees and allows 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.

No

This role offers in‑office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements, depending on location. You will work with your leader to determine the best option.

For Principal Asset Management positions, you will 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.

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.