Providing complex technical solutions to support our fixed income research and investment decision making process; including risk modeling, hedging, portfolio construction and transformation, advanced web reporting, and quantitively assessing the business Strategic and Tactical asset allocation models.
Provide support to Fund Compliance staff by serving as a technical resource, particularly with interpretation of federal securities laws and their potential application to the Funds' compliance program.
Build and establish relationships with financial advisors and third-party administrators; partner with local intermediaries, you will use your sales and presentation skills to position our products as the ultimate solution for the client.
The successful candidate will be expected to handle large datasets (clean and un-clean); working through the idiosyncrasies with colleagues to build technical solutions that are scalable, fast, maintainable, and reusable.
Lead in the launch of funds and share classes or other platform projects; help shape and drive fund platform management and governance structure to best support Principal Global Investors fund platforms and oversight needs.
The incumbent will assist the research team in communicating and presenting findings of research projects and underlying methodologies to internal stakeholders as well as contribute to continual improvement of the research department's suite of products, thereby helping to constantly improve the organization's investment decision capabilities.
Conduct and participate in meetings with customers, CPAs, and attorneys, and present a high degree of professionalism while representing the company, as needed; assist with the training and mentoring of personnel on ESOP plan services.
Developing technical specifications for moderately complex technical programs; analyzing, code, configuring, testing, debugging, implementing, documenting and maintain software; reviewing work product developed by team members.
Demonstrated knowledge of sound software development practices including, but not limited to TDD/BDD, Paired Programming and Service Oriented Architecture; experience leading the support of legacy systems with proven strategies to identify and propose solutions to overcome technical debt.
Develop consultative relationships with financial advisors, branch office managers, sales managers, and centers of influence at priority firms; partner with relationship consultant to capitalize on qualified advisor leads and executing sales/service territory business plan.