Principal Financial Group RFP Writer - Principal Global Investors - #221936 in Des Moines, Iowa

Job Area: InvestmentsBusiness Area: PGI OtherLocation: IA - Des MoinesCareer Category: Experienced ProfessionalFull/Part Time: Full-TimeRegular/Temporary: RegularDate Posted: 2018-06-13

Responsibilities

It’s not what we do…It’s who we are.

At Principal, every role supports a greater purpose - to give real people an edge in planning and protecting their financial lives. And after more than 130 years of service, we’ve never had a more vibrant and dynamic global team united in our purpose.

Through community involvement, innovative financial solutions and dedication to career development, we make a difference in millions of lives every day, including our employees’.

We are currently looking for a RFP Writer to support our investment boutiques. In this role, you will be responsible for positioning and promoting the sale of Principal Global Investors’ products and services through completion of RFPs, RFIs, DDQs and consultant databases. The position will interact with investment professionals, product management, distribution and other stakeholders to produce clear, concise and accurate information supporting the growth of our business.

The ideal candidate will have a high attention to detail, ability to multi task and communicate proactively to act as a project manager on behalf of the RFP/RFI process. This opportunity allows you to learn more about Principal Global Investors and the asset management industry.

Here is just a sample of what you can expect:

  • Responsible for positioning and promoting the sale of Principal Global Investors products and services through completion of Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and consultant databases.

  • Liaise with subject matter experts throughout the organization to ensure capabilities and value proposition are clearly and accurately articulated in responses.

  • Analyze, interpret and manage large amounts of qualitative and quantitative information.

  • Incumbent should be self-motivated and empowered to own each project from beginning to end while efficiently implementing processes and ensuring a high quality product.

Qualifications

  • Bachelor’s degree or equivalent required, plus 2-5 years relevant experience in the financial service industry.

  • Previous experience in a RFP, product, marketing, or sales capacity, preferably within a financial services or asset management company, desired.

  • FINRA Series 7 and 66 or FINRA Series 7, 24 and 66 examinations may be required depending on the product information needs of the capital markets instruments (equities, fixed income, real estate, etc.), consultant and/or databases supported.

  • Strong project management, interpersonal, organizational and written and verbal communications skills required.

  • Knowledge of (or the ability to learn) Principal Global Investors product offerings and markets.

  • Proficiency with Excel, PowerPoint and Word required.

  • Ability to learn systems and applications/databases used within the firm required.

Success in this position requires a strong attention to detail, the ability to work simultaneously on multiple high priority requests and adhere to deadlines, the capacity to learn quickly and adapt to changing priorities, and the ability to work well as part of a team and excel in a fast-paced, high-intensity environment.Success in this position requires a strong attention to detail, the ability to work simultaneously on multiple high priority requests and adhere to deadlines, the capacity to learn quickly and adapt to changing priorities, and the ability to work well as part of a team and excel in a fast-paced, high-intensity environment.

Investment Code of Ethics

You will be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.

Visa Sponsorship

This position is not eligible for sponsorship for work authorization by Principal. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

AAEEO

Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, 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.