Analyst, Client Reporting

What You’ll Do 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. 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 across all four quadrants of commercial real estate, private equity, public equity, public debt, and private debt. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years. Who You Are 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 Stand Out 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. Salary Range Information Salary ranges 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) $28.32 – $38.36 per hour Analyst, Client Reporting: $28.32 – $38.36 per hour Associate, Client Reporting: $73,150 – $90,000 per year Time Off Program Personal Time Off (PTO) is provided to hourly (non‑exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short‑term illness. 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. 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. 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. Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights. #J-18808-Ljbffr