Analyst, Data Management

Independently complete daily operations, perform data analysis, and fulfill ad hoc requests to ensure high-quality, reliable data and accurate sales attribution across the global sales lifecycle. The team operates in a fast-paced environment that places an emphasis on continuous learning, collaboration, and maintaining an equitable and fun working environment.

• • Collect, validate, and consolidate data from various sources to support research, data governance, resolve inquiries, and correct errors. Maintain data integrity and security across systems, handle exception requests, and provide operational support for projects, and processes in diverse operational environments.
  • Contribute to distribution efforts through involvement in projects, process reviews, and system adjustments. Take proactive steps to recognize and manage challenges by evaluating and finding operational improvements that uphold accurate and reliable data handling and processing during the sales lifecycle.
  • Collaborate with internal and external personnel, which may include senior operations staff, client reporting, performance, accounting, sales, marketing, finance, IT, vendors, portfolio managers, traders, and analysts to collect information and work together on resolving issues.
  • Provide guidance, training, and mentorship to team members while demonstrating an ability to share knowledge with others.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!  

• A Bachelor's degree or equivalent experience in accounting, finance, economics, or business. Experience in Data Analytics and Data Governance is required.
• 1+ years of professional experience in investment or mutual fund operations, or a related area, is preferred.
• Strong analytical, problem-solving, interpersonal, time management, and communication abilities.
• High level of precision and carefulness with the capability to deliver accurate and timely information.
• Capability to handle various tasks simultaneously in a dynamic setting with urgent deadlines and minimal direct oversight.
• Strong ability to prioritize and adapt as business needs evolve.
• Ability to build strong working relationships, show flexibility, and effectively interact with internal and external contacts at all levels.
• Familiarity with Microsoft Office, particularly Excel.

We are also open to hiring at the next level, if the candidate has all the qualifications above, as well as the additional listed below. The Associate, Data Management role is exempt.

Associate, Data Management

In this position, data governance will play a central role, requiring collaboration both within the business unit and across the broader organization. This emphasis ensures that governance initiatives receive robust representation, consistent support and implementation.

• 2+ years of experience in investment or mutual fund operations or a related area.
• Experience with financial tools and systems such as Salesforce, Power BI, and SQL query.

The following levels and locations are examples of market-specific salary ranges across different job levels and geographies. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. 

• Wichita, KS:
  • Analyst, Data Management: $26.83 - $36.35 / hour
  • Associate, Data Management: $55,800 - $75,600 / year
• Des Moines, IA:
  • Analyst, Data Management: $28.32 - $38.37 / hour
  • Associate, Data Management: $58,900 - $79,800/ year
• Charlotte, NC:
  • Analyst, Data Management: $29.81 - $40.38 / hour
  • Associate, Data Management: $62,000- $84,000 / year
• Chicago, IL/Minneapolis, MN:
  • Analyst, Data Management: $32.79 - $44.42 / hour
  • Associate, Data Management: $68,200 - $92,400 / year
• Los Angeles, CA/New York City, NY:
  • Analyst, Data Management: $35.77 - $48.46/ hour
  • Associate, Data Management: $74,400- $100,800 / year

Work Authorization/Sponsorship

At this time, we are not considering applicants who require any form of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Ethics Code

In Principal Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions within the organization may have similar obligations.

Experience Principal

At Principal, we believe in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. We provide support to our employees in the same way as our customers. Our inclusive and competitive benefits protect physical, financial, and social well-being. Check 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.

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