Analyst, Institutional Asset Management Sales And Consultant Relations

Institutional Distribution Analyst/Associate

As an Institutional Distribution Analyst/Associate, you will support consultant relations and sales teams in their engagement with institutional plan sponsors and consultants. This is an excellent opportunity to build a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative environment. The role is critical to the team's strategic effort to retain clients and grow assets under management across investment capabilities, from equity to fixed income to private markets. Responsibilities include acting as the team's liaison with our external constituents and internal partners – providing follow up materials, preparing briefing documents and collaborating on pipeline opportunities. We're looking for someone who embraces new opportunities to learn, thrives under pressure, can juggle competing demands with grit and focus, and isn't afraid to roll up their sleeves to help achieve the firm's strategic goals. This is your chance to work collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support of the clients we serve – investment consultants and large institutional asset owners (public and corporate pensions, non-profits and insurance general accounts).

Key Responsibilities

• Support consultant relations and/or institutional sales team members with day-to-day activities.
• Act as a team representative and critical liaison with external and internal constituents - providing timely and professional responses related to capability/firm inquiries, information requests and strategy updates.
• Conduct competitive analysis and market research to provide insights related to industry trends and peer positioning.
• Prepare briefing materials for upcoming meetings, conferences and industry events; manage the requests and delivery of presentations and pitch materials.
• Maintain Sales Force CRM: data entry, clean-up, validation and proactive reporting and engagement tracking for effective team outreach.
• Create and update internal Power Point presentations, take meeting notes, track action items and follow up.
• Manage contact lists and oversee the team's coordinated outreach related to specific offerings and firm announcements.
• Assist with project work: pipeline tracking and strategic initiatives.
• Regularly review consultant websites for current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interests and decision-making processes.

What We Offer

• Structured onboarding and mentorship with exposure to senior leaders and investment team members – across traditional and alternative investment offerings.
• Client-facing opportunities and career path towards roles related to sales, consultant relations, client management.
• Competitive pay, bonus, benefits, and professional development support.

Who We Are

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! Principal Asset Management, a subsidiary of Principal Financial Group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!

Who You Are

• Bachelor's degree in finance, economics, business or related field or 3+ years related work experience.
• Strong work ethic, self-motivated, driven and collaborative.
• Passionate about financial markets and investment offerings; ability to understand and articulate basic knowledge related to equities, fixed income and alternatives.
• Excellent written/verbal communication and relationship building skills.
• Proficiency with PowerPoint and Excel charting to create internal presentations, reporting and contact tracking.
• Detail-oriented with strong organizational/time-management skills and ability to manage competing priorities.
• Comfortable with data entry and database management (CRM experience preferred – e.g., Salesforce and PowerBI).
• Professional demeanor for internal and external interactions.
• Committed to 3 years in this role for effective development and foundational understanding of asset management distribution.

Skills That Will Help You Stand Out

• Experience working at an asset manager, institutional consultant, plan sponsor, or financial services firm in roles such as an analyst within investor relations, client services, sales support, RFP, operations, etc.
• Familiarity with DDQ and RFP databases and industry sources such as MMD, eVestment, findaily, Ignites, FundFire, Mercer Insights, PPIQ and P&I.
• Experience using systems and applications/databases (e.g., Salesforce, PowerBI and Teams).
• Understanding of institutional investment processes (search/selection, due diligence, reporting).
• CFA Level I or progress preferred but not required.
• FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months.
• Must be able to attend to and prioritize day-to-day demands while maintaining a strategic, analytical focus.

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. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly): $67500 - $121200 / 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

Location

Location is flexible but preferred cities include Denver, Seattle or Los Angeles. Territory is primarily Western US.

Work Environments

This role offers the ability for in-office or hybrid (blending both office and remote work in a typical work week) work arrangements. You'll work with your leader to determine which option may align best based on several factors.

Work Authorization/Sponsorship

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.

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.

Experience Principal

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 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.

Original Posting Date: 8/25/2025

Most Recently Posted Date: 8/25/2025