Investment Writer/Product Specialist - Systematic Equities

US-IA-Des Moines US-NY-New York US-IL-Chicago
17 Nov 2021
17 Dec 2021
Industry Sector
Investment Bank
Passed CFA Level I
Employment Type
Full Time


Principal is seeking an Associate Portfolio Specialist to join our growing team! The primary role is to be a broad team resource and act as an extension of the team’s Portfolio Managers.   The position’s primary responsibilities include representing and positioning Principal’s systematic equity investment capabilities with internal and external distribution partners, with a particular emphasis on investor communications and supporting materials for the firm’s systematic equity capabilities including Principal sponsored Exchange Traded Funds (ETFs). 

What is the job?

  • Responsible for the development and oversight of client communications and materials for Principal Global Equities strategies, including market and strategy updates, investment commentaries, thematic thought capital, product profiles, portfolio review presentations, and related materials. Strong written and oral communication skills are essential. 
  • In conjunction with senior sales and relationship management staff, work to foster expanded relationships with wealth advisory platform partners, financial intermediaries, advisors, and consultants to explain and differentiate the firm's systematic equities capabilities, encompassing passive, strategic beta, thematic and quantitative strategies, ETFs and mutual funds.   
  • Support portfolio managers in providing distribution partners, clients, prospects, and intermediaries with ongoing updates about the investment strategies, portfolio attributes, and performance results.   Respond to ad-hoc qualitative and quantitative inquiries about products/strategies.
  • Lead writer for investment commentary specific to the ETF product range and general market commentary, including thematic topics.   Serve as primary liaison to the dedicated RFP team in the completion of requests for proposals, requests for information and due diligence questionnaires. 
  • Participate in client on-boarding, sales and client facing meetings with portfolio managers.


  • Bachelor's degree or equivalent work experience required, plus 2+ years of relevant prior experience in the investment/financial industry, with an emphasis on communications. 
  • MBA or CFA (or progress towards) preferred
  • Prior capital markets, economics and public equity knowledge strongly preferred
  • Strong communication, organizational and relationship building skills required
  • Attention to detail and a sense of urgency, with ability to multi-task quickly and efficiently required
  • This position may be subject to SEC restrictions on personal political contributions
  • Some travel is required for the role.

Additional Information

Work Environments 

This role offers the ability for in-office, hybrid (blending both office and remote work in a typical workweek). You’ll work with your leader to determine which option may align best based on several factors. Ability to work in the Des Moines, Iowa OR New York office is a requirement.

Job level  

We’ll consider talent at the next level with the right experiences and skills.  

Work Authorization/Sponsorship

At this time, we're not considering candidates 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. and

Investment Code of Ethics

For Principal Global Investors 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

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core valuesbenefits and why we’re an exceptional place to grow your career.

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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