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Intern Client Engagement - Asset Management

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  • Internship
    Full-time
    Summer Internship
  • Des Moines

Requirements

  • Working towards or have an undergraduate or graduate degree in Finance, Accounting, Economics, Data Analytics, Business Analytics, or related majors.
  • Excellent problem solving, analytical, organizational, and communication skills required.
  • Work in fast-paced environment.
  • Intellectual curiosity.
  • Minimum 3.0 GPA

Responsibilities

  • Owning a portion of a client due diligence questionnaires (DDQs) or requests for proposals (RFPs).
  • Client metric reporting and trend analysis.
  • Client relationship management (CRM) system or client portal projects and enhancements. Many projects may span across all teams within Client Experience.
  • You will collaborate with the CX group and our stakeholders within Distribution, Operations, or Investment teams to complete tasks and develop solutions.

FAQs

What is the duration of the internship?

The internship is for the Summer of 2025.

What are the primary responsibilities of the intern in this role?

The intern will be responsible for owning client due diligence questionnaires (DDQs) or requests for proposals (RFPs), conducting client metric reporting and trend analysis, and working on projects related to the client relationship management (CRM) system or client portal enhancements.

What qualifications are required for this internship?

Candidates should be pursuing an undergraduate or graduate degree in Finance, Accounting, Economics, Data Analytics, Business Analytics, or related majors, with a minimum GPA of 3.0.

Are there specific skills that will help an applicant stand out for this internship?

Yes, candidates with intermediate to advanced Microsoft Office skills, an understanding of investment concepts, exposure to data visualization tools like Tableau or Power BI, and a detail-oriented and self-driven nature will stand out.

What type of stipend will interns receive?

Interns will receive a lump sum stipend of $3,000 to support incidental expenses incurred during the internship.

Is this internship position available for remote applicants?

No, this role is hiring for onsite/hybrid in the Des Moines, IA office.

What is the expected salary range for this internship?

The salary range for the internship is between $20 and $31 per hour, depending on various factors such as geographic location and experience.

Are any previous experiences in financial services or technology preferred for applicants?

While prior experience is not explicitly required, having exposure to investment concepts and data visualization tools can be beneficial for candidates applying for this position.

Do we provide any forms of work authorization sponsorship for this internship?

No, we are not considering applicants that require work authorization sponsorship now or in the future for this role.

Is there any specific code of ethics that interns must follow?

Yes, interns must adhere to an Investment Code of Ethics related to personal and business conduct as well as personal trading activities.

Build a brighter future.

Finance
Industry
10,001+
Employees
1879
Founded Year

Mission & Purpose

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2022. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023. Disclosure: Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status, or any other characteristic protected by law. Principal will never ask for money during any stage of the employment application or hiring process. If you're asked to send money or share personal financial information as part of next steps in the process, do not engage or respond. Contact Principal Human Resources at 833-261-3736 and your local law enforcement. Principal Financial Group Foundation, Inc. ("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. ("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.

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