Principal Financial Services, Inc.
Portfolio Analyst II
Principal Financial Services, Inc., Des Moines, Iowa, United States, 50319
What You'll Do
As a Portfolio Analyst, you’ll join the dedicated portfolio management team of the Principal Enhanced Property Fund, L.P., a $5 billion open-end fund with a 21-year track record. In this role you’ll review private commercial real estate investments and provide analytical, reporting, and other support within the real estate investment team. Responsibilities include investment and capital deployment review, sensitivity and variance analysis of annual operating budgets and business plans, asset valuation models, portfolio diversification measures, performance returns and attribution, client reporting and other asset/portfolio metrics.
This is an opportunity for an analytically curious professional who enjoys connecting data, technology, and investment strategy—and who is comfortable leveraging
AI-enabled tools and advanced analytics
to enhance efficiency, accuracy, and insight.
What You’ll Do Portfolio & Investment Analysis
Develop deep knowledge of portfolio assets and support business plans and investment strategies through analysis of performance, diversification, valuation, sensitivities, and variances
Analyze annual operating budgets, capital deployment, asset valuation models, returns, and attribution
Support ESG-related analysis and portfolio metrics
Data, Technology & Reporting
Leverage data, analytics platforms, and
AI-enabled tools
to enhance portfolio analysis, reporting, and insight generation
Ensure accurate, timely, and high-quality information flows to portfolio managers, consultants, and clients
Assist in preparing economic, statistical, regulatory, and client‑facing portfolio reports, including quality control of portfolio management data
Research & Market Insight
Conduct ongoing and ad hoc research on portfolio holdings, acquisition and disposition opportunities, and macro real estate trends
Build and expand understanding of real estate markets, portfolio dynamics, and capital markets
Who You Are You’re a detail‑oriented analyst with strong financial acumen and a curiosity for how technology—including AI—can improve investment analysis and decision‑making.
What You Bring
Bachelor’s degree or equivalent experience, in finance, real estate, accounting, business, mathematics, statistics, data science, or a related field
2+ years of analytical experience; candidates with less experience will be considered with relevant internships or analyst experience in commercial real estate
Strong quantitative, analytical, organizational, and communication skills
High level of comfort working with data, analytics tools, and emerging technologies (including AI‑assisted analysis, automation, or reporting tools)
Ability to collaborate effectively in a fast‑paced, deadline‑driven environment while managing multiple priorities
Success in this role requires intellectual curiosity, sound judgment, attention to detail, and a team‑oriented mindset.
Location: This role is located in our Des Moines Iowa corporate office and will benefit from a hybrid work arrangement blending in‑office and work from home with four days in office in a typical work week.
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) $81,900 - $100,000 / 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
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.
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 12/23/2025
Most Recently Posted Date 12/23/2025
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This is an opportunity for an analytically curious professional who enjoys connecting data, technology, and investment strategy—and who is comfortable leveraging
AI-enabled tools and advanced analytics
to enhance efficiency, accuracy, and insight.
What You’ll Do Portfolio & Investment Analysis
Develop deep knowledge of portfolio assets and support business plans and investment strategies through analysis of performance, diversification, valuation, sensitivities, and variances
Analyze annual operating budgets, capital deployment, asset valuation models, returns, and attribution
Support ESG-related analysis and portfolio metrics
Data, Technology & Reporting
Leverage data, analytics platforms, and
AI-enabled tools
to enhance portfolio analysis, reporting, and insight generation
Ensure accurate, timely, and high-quality information flows to portfolio managers, consultants, and clients
Assist in preparing economic, statistical, regulatory, and client‑facing portfolio reports, including quality control of portfolio management data
Research & Market Insight
Conduct ongoing and ad hoc research on portfolio holdings, acquisition and disposition opportunities, and macro real estate trends
Build and expand understanding of real estate markets, portfolio dynamics, and capital markets
Who You Are You’re a detail‑oriented analyst with strong financial acumen and a curiosity for how technology—including AI—can improve investment analysis and decision‑making.
What You Bring
Bachelor’s degree or equivalent experience, in finance, real estate, accounting, business, mathematics, statistics, data science, or a related field
2+ years of analytical experience; candidates with less experience will be considered with relevant internships or analyst experience in commercial real estate
Strong quantitative, analytical, organizational, and communication skills
High level of comfort working with data, analytics tools, and emerging technologies (including AI‑assisted analysis, automation, or reporting tools)
Ability to collaborate effectively in a fast‑paced, deadline‑driven environment while managing multiple priorities
Success in this role requires intellectual curiosity, sound judgment, attention to detail, and a team‑oriented mindset.
Location: This role is located in our Des Moines Iowa corporate office and will benefit from a hybrid work arrangement blending in‑office and work from home with four days in office in a typical work week.
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) $81,900 - $100,000 / 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
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.
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 12/23/2025
Most Recently Posted Date 12/23/2025
#J-18808-Ljbffr