Wsrs Finance & Investment Management Director

About Us:
We are seeking a talented Finance & Investment Management Director to join our Workplace Savings and Retirement Solutions (WSRS) team. At our company, we're dedicated to enhancing financial tools and solutions that empower individuals to lead better lives. With over 140 years of expertise, we have become a trusted leader in the financial services industry.
What You'll Do:
As a Finance & Investment Management Director, you'll play a pivotal role in upgrading existing forecast models and tools supporting WSRS finance. You'll manage Principal's proprietary fund infrastructure on the WSRS platform, overseeing forecasting, analysis, and ensuring connectivity with Principal Asset Management (PrinAM). Your responsibilities will also include:
- Enhancing WSRS Forecast Models
- Developing Pricing Models & Other Tools
- Forecasting AUM Net Cash Flow
- Reviewing Investment Transfer Pricing
- Conducting Investment Analysis
Who You Are:
We are looking for candidates with:
- Bachelor's degree or equivalent experience
- 8-10 years of related work experience
- CPA, CFA, MBA preferred
- Strong knowledge of financial services and retirement industry
- Extensive familiarity with Defined Contribution investment products and solutions
Skills That Will Help You Stand Out:
- Proficiency in financial modeling using Microsoft Excel and Access
- Experience with other business intelligence systems is a plus
- Strong management, decision-making, and communication skills
- Ability to work independently with attention to detail and accuracy
Additional Information:
- Salary Range: $137,000 - $185,000 per year
- Time Off Program: Flexible Time Off (FTO) provided
- Pension Eligible: Yes
Work Environments:
This role offers in-office, hybrid, and remote work arrangements. We'll work with you to determine the best option based on your preferences and circumstances.
Work Authorization/Sponsorship:
We are unable to consider applicants requiring any type of immigration sponsorship at this time.
Investment Code of Ethics:
For positions involving Principal Asset Management, adherence to an Investment Code of Ethics is required.
Experience Principal:
At our company, we value diversity and inclusion. Join us in shaping a purpose-led future for financial services.
Principal is an Equal Opportunity Employer.
We embrace diversity and are committed to creating an inclusive environment for all employees.
Employment Type: Full-Time
Salary: $ 137,000.00 185,000.00 Per Year