Analyst, Client Reporting

We are looking for an Analyst to join our Client Reporting team.  In this role, you will gain hands-on experience supporting institutional client reporting activities. You'll work with data, reporting tools, and global teams while learning how client reports are produced and delivered. This role is ideal for those interested in asset management, financial services, and data analysis. 

What You'll Do 

• Learn and use the Vermilion Reporting Suite to support client reporting. 

• Produce and validate client reports and factsheets. 

• Review data, identify discrepancies, and investigate issues. 

• Partner with teams in the U.S., India, and Hong Kong to complete reporting deliverables. 

• Follow established procedures to ensure accurate and timely reporting. 

• Track and maintain reporting activities and task completion. 

• Assist with ad hoc reporting requests using Excel-based tools. 

• Update process documentation and suggest improvements. 

• Support teammates during peak periods and team absences. 

• Participate in training to build knowledge of investment reporting and data systems. 

About Principal Asset Management 

Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing $740 billion in assets including $102.2 billion in real estate assets, and over 60 years of experience our comprehensive, specialized capabilities across all four quadrants of commercial real estate-private equity, public equity, public debt, and private debt gives us a unique perspective on real estate space and capital markets. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com!

• Completed or pursuing a degree in Finance, Mathematics, Engineering, Technology, Data Analytics, Business, or related field. 
• Curiosity and a willingness to learn complex systems and data sources. 
• Strong attention to detail and commitment to data quality. 
• Ability to communicate questions and issues proactively. 
• Comfort working in a collaborative, team-oriented environment. 
• Strong troubleshooting skills and a willingness to investigate reporting and data issues. 
• Ability to become increasingly independent in completing assigned tasks while knowing when to seek guidance. 

SKILLS THAT WILL HELP YOU STANDOUT  

• Advanced Microsoft Excel skills, including experience with formulas and data analysis. 
• Experience working with spreadsheets and large data sets. 
• Familiarity with investment management, financial markets, or asset management concepts. 
• Experience with reporting platforms such as Vermilion is a plus. 
• Knowledge of Microsoft 365 tools, including Copilot, is desirable. 
• Strong interpersonal, collaboration, and written communication skills, with the ability to contribute effectively in a team-oriented environment. 

The following salary ranges reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. 

• Analyst, Client Reporting Job Title: $28.32 - $38.36  / Hour
• Associate, Client Reporting Job Title: $73,150 - $90,000 / year

Work Environments 

This role offers in-office, hybrid (blending at least three office days in a typical work week) from Des Moines, IA. 

Job Level 

We’ll consider talent at the next level with the right experience and skills. The next level is Associate, Client Reporting and 2+ years of business experience in Client Reporting or Financial Services is preferred  

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. 

Nonimmigrant Workers and Green Card for Employment-Based Immigrants 

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.