Principal Financial Group
Client Portfolio Manager - Fixed Income, Asset Management
Principal Financial Group, New York, New York, us, 10261
Job Overview
Principal Asset Management is seeking a Client Portfolio Manager to join our Fixed Income team. In this role you will act as a key liaison between portfolio management and Principal Fixed Income’s clients worldwide, providing best-in-class client experience and supporting U.S. Retail/Wealth channel growth. Key Responsibilities
Advocate for and commercially advance Principal’s global fixed income platform. Act as an extension of our portfolio management teams and partner closely with distribution teams to drive measurable growth. Deliver impactful investment thought‑leadership and consistent messaging to both internal and external stakeholders. Who You Are
8+ years of asset management, client portfolio management, or related investment experience focused on fixed income markets. Undergraduate degree in a finance‑related field (economics, finance, statistics, etc.). Extensive knowledge of fixed income markets and the asset management industry. Clear grasp of the U.S. Retail/Wealth channel, with experience serving as a direct investment representative to clients, consultants, and advisory platforms. Excellent relationship building and communication skills, with the ability to explain complex investment concepts clearly and persuasively. Proven ability to lead meetings, develop relationships, and contribute to strategic decision‑making. Skills That Will Help You Stand Out
Additional credentials or progress toward obtaining credentials (preferably CFA or MBA). Deep knowledge across fixed income sectors, including high‑yield, municipals, investment grade credit, securitized debt, and multi‑sector fixed income strategies. Excellent professional presentation and communication skills. Experience working within institutional investment management and associated sales channels. Strong organizational skills and the ability to manage a high volume of work with tight deadlines. Self‑starter who can work effectively on their own while efficiently navigating a large organization to obtain data and information. Advanced Excel and PowerPoint skills with the ability to manipulate data and build polished presentations independently. Position requires extensive travel. Salary range: $153,000 - $207,000 per year. Benefits
Flexible Time Off (FTO) provides the opportunity to take paid time away from the office. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Equal Opportunity Employer
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 that the posting may remain open or be removed based on applications received. If we post the job again we will accept additional applications for at least 1 full day following the most recently posted date. Location
New York, Seattle, Chicago, or Des Moines.
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Principal Asset Management is seeking a Client Portfolio Manager to join our Fixed Income team. In this role you will act as a key liaison between portfolio management and Principal Fixed Income’s clients worldwide, providing best-in-class client experience and supporting U.S. Retail/Wealth channel growth. Key Responsibilities
Advocate for and commercially advance Principal’s global fixed income platform. Act as an extension of our portfolio management teams and partner closely with distribution teams to drive measurable growth. Deliver impactful investment thought‑leadership and consistent messaging to both internal and external stakeholders. Who You Are
8+ years of asset management, client portfolio management, or related investment experience focused on fixed income markets. Undergraduate degree in a finance‑related field (economics, finance, statistics, etc.). Extensive knowledge of fixed income markets and the asset management industry. Clear grasp of the U.S. Retail/Wealth channel, with experience serving as a direct investment representative to clients, consultants, and advisory platforms. Excellent relationship building and communication skills, with the ability to explain complex investment concepts clearly and persuasively. Proven ability to lead meetings, develop relationships, and contribute to strategic decision‑making. Skills That Will Help You Stand Out
Additional credentials or progress toward obtaining credentials (preferably CFA or MBA). Deep knowledge across fixed income sectors, including high‑yield, municipals, investment grade credit, securitized debt, and multi‑sector fixed income strategies. Excellent professional presentation and communication skills. Experience working within institutional investment management and associated sales channels. Strong organizational skills and the ability to manage a high volume of work with tight deadlines. Self‑starter who can work effectively on their own while efficiently navigating a large organization to obtain data and information. Advanced Excel and PowerPoint skills with the ability to manipulate data and build polished presentations independently. Position requires extensive travel. Salary range: $153,000 - $207,000 per year. Benefits
Flexible Time Off (FTO) provides the opportunity to take paid time away from the office. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Equal Opportunity Employer
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 that the posting may remain open or be removed based on applications received. If we post the job again we will accept additional applications for at least 1 full day following the most recently posted date. Location
New York, Seattle, Chicago, or Des Moines.
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