Client Portfolio Manager - Fixed Income
@ Principal Financial Group

Des Moines, IA
$180,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXX***** @principalam.com
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Job Details

Overview

The Client Portfolio Manager - Fixed Income role at Principal Financial Group acts as a key liaison between portfolio management and Principal Fixed Income’s clients worldwide. The role focuses on advocating for our global fixed income platform and delivering a best-in-class client experience.

Key Responsibilities

  • Advocate for and commercially advance Principal’s global fixed income platform.
  • Serve as the primary investment expert for the U.S. Retail/Wealth channel.
  • Collaborate with portfolio management teams to drive measurable growth.
  • Deliver impactful investment thought-leadership and consistent messaging.

About Principal Fixed Income

Principal Fixed Income manages U.S. $150.7 billion in assets and spans all major fixed income sectors. The team leverages global investment centers and over 80 investment professionals to access markets worldwide.

Who You Are

  • 8+ years in asset management, client portfolio management, or related investment experience.
  • Undergraduate degree in a finance-related field.
  • Extensive fixed income market and asset management industry knowledge.
  • Strong relationship building, communication, and presentation skills.
  • Proven ability to lead meetings and strategic decision-making.

Skills That Will Help You Stand Out

  • CFA or MBA credentials are a plus.
  • Deep knowledge across fixed income sectors, including high yield and investment grade.
  • Advanced Excel, PowerPoint, and technical skills using Bloomberg, Aladdin Suite, and similar platforms.
  • Ability to manage high work volume and meet tight deadlines.
  • This position requires extensive travel.

Salary and Benefits

Base salary ranges from $153000 to $207000 per year. Additional bonus and sales incentives may apply based on performance. The position offers Flexible Time Off (FTO) for salaried employees.

Work Authorization & Equal Opportunity

Applicants must have work authorization for the United States. Principal is an Equal Opportunity Employer and values diverse experiences and backgrounds.

Additional Information

Locations considered include New York, Seattle, Chicago, or Des Moines, IA. For more details on our Global Headquarters and company culture, please visit our website at principalam.com.

Key Skills/Competency

  • Fixed Income
  • Asset Management
  • Portfolio Management
  • Client Relations
  • Investment Expertise
  • Communication
  • Strategic Decision-Making
  • Excel
  • Bloomberg
  • Market Analysis
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How to Get Hired at Principal Financial Group

🎯 Tips for Getting Hired

  • Research Principal Financial Group's culture: Study their mission, values, and employee testimonials online.
  • Customize your resume: Highlight fixed income and asset management experience.
  • Showcase technical skills: Detail Excel, Bloomberg, and related software proficiency.
  • Prepare for interviews: Focus on client engagement and strategic decision-making.

📝 Interview Preparation Advice

Technical Preparation

Review fixed income market trends.
Brush up on Excel and Bloomberg usage.
Study principal asset management platforms.
Practice constructing data-driven presentations.

Behavioral Questions

Describe handling complex client relationships.
Explain managing high-pressure deadlines.
Detail teamwork in portfolio management.
Discuss adapting to evolving market conditions.

Frequently Asked Questions