Client Portfolio Manager - Fixed Income (Product Specialist)

What You'll Do :

We’re looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you’ll act as a key liaison between portfolio management and Principal Fixed Income’s clients worldwide!

Advocate for and commercially advance Principal’s global fixed income platform

Act as an extension of our portfolio management teams

Deliver a best-in-class client experience

Key responsibilities include : Support client / prospect engagement efforts, develop collateral and help build Principal Fixed Income’s advocacy internally and externally, oversee investment team review of RFPs and DDQs, conduct internal trainings, and complete ad hoc requests as needed.

Travel expectations : 25 50%.

Principal Fixed Income is the public fixed income investment management platform of Principal Asset Management and manages U.

S. $147.3 billion in assets under management as of September 30, 2024. Principal Fixed Income has capabilities that span all major fixed income sectors.

Our globally integrated platform with investment centers worldwide and over 90 investment professionals, helps to directly access global fixed income markets and deliver a diversity of investment perspectives.

In addition to public fixed income, Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes.

Check us out at

Who You Are :

5+ years of financial services-related experience with a focus on the asset management industry and fixed income markets

Undergraduate degree with an excellent academic background, preferably within a finance-related field (e.g., economics, finance, statistics, etc.)

Extensive knowledge of fixed income markets and the asset management industry

Skills That Will Help You Stand Out

Additional credentials or progress towards obtaining additional credentials; preferably, a CFA or MBA

Deep knowledge across fixed income sectors, including familiarity with high yield, municipals, investment grade credit, securitized debt and multi-sector fixed income strategies / products

Excellent professional presentation and communication skills

Experience working within US / global institutional investment management and associated sales channels

Strong organizational skills, with an ability to manage a high volume of work with tight deadlines

Self-starter who can work effectively on their own, while being able to efficiently navigate a large organization to obtain data and information

Advanced Excel and PowerPoint skills, with the ability to manipulate data and build polished presentations independently

Advanced technical skills including familiarity with Bloomberg, BlackRock Solutions Aladdin Suite, eVestment, Morningstar, iMoneyNet and other related industry third-party systems

Creativity

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 :

$(phone number removed) - $(phone number removed) / 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 :

Additional Information :

Location(s)

Locations include New York, Seattle, Chicago, or Des Moines.

Work Environments

This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements.

You’ll work with your leader to figure out 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. For additional information around work authorization needs please use the following links.

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 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) :

11 / 6 / 2024

Latest Post Date : Careers - US :

11 / 6 / 2024