Portfolio Analyst II, Real Estate

Job title: Portfolio Analyst II, Real Estate

Company: Principal

Job description: What You’ll Do:We’re looking for a Portfolio Analyst II to join a dedicated portfolio management team focused on real estate operating companies (REOCs). In this role, you’ll provide analytical, reporting, and other support within a real estate investment team!Responsibilities include investment and capital deployment review, sensitivity and variance analysis of annual operating budgets and business plans, asset and company valuation models, portfolio diversification measures, performance returns and attribution, client service and reporting, and performing other asset/portfolio/enterprise level analysis.

• Portfolio Analysis: Develop extensive knowledge of the real estate operating company portfolio and provide analytical support regarding business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis, ESG initiatives and other relevant financial analysis including enterprise level financial analysis of existing real estate operating companies, including entity earnings/profitability/growth projections. In addition, the role will be closely involved in financial analysis at the property level, with emphasis on the REOCs’ real estate portfolios.
• Information Management and Reporting: Ensure a coordinated flow of quality information reaches portfolio managers, consultants, partners, and clients. Assist in the reporting of economic and statistical portfolio reports as required by clients. Provide quality control of portfolio management information to the client and manage the information flow from the operating companies to the client.
• Portfolio Research: Conduct ongoing and special project research. This includes but is not limited to in-depth reviews and analysis of the portfolio, acquisition and disposition candidates, the real estate investment environment, and emerging macro trends in real estate supply and demand.
• Market knowledge: Continue to develop understanding of debt and equity real estate markets, real estate operating companies, and portfolio dynamics.

Principal Real Estate, a top-10 global real estate manager with approximately $100B in assets under management, is the dedicated real estate investment group within Principal Asset Management. With over 60 years of experience our comprehensive, specialized capabilities across all four quadrants of commercial real estate-—private equity, public equity, public debt, and private debt gives us a unique perspective on real estate space and capital markets.Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at ! Who You Are:

• Bachelor’s degree in finance, economics, real estate, accounting, business, mathematics, statistics, data science or related field
• 2+ years of analytical experience. Will consider candidates with less experience who have worked as an analyst or completed an internship in Commercial Real Estate.
• Working knowledge of commercial real estate modeling techniques including ARGUS and Excel based approaches

Skills That Will Help You Stand Out

• Strong analytical, organizational, interpersonal and communication skills (oral and written)
• Success in this position requires attention to detail, quantitative analytic skills, teamwork and effective decision-making
• Ability to work effectively with others in a deadline driven environment while managing multiple priorities

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $86450 – $116850 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:Location(s)We’re open to considering in-office or hybrid talent. Locations for both are Brentwood/Nashville TN or Des Moines, IA. You’ll work with your leader to figure out which option may align best based on several factors. You can check out what our Global Headquarters looks like here:Work Authorization/SponsorshipAt this time, we’re not considering applicants 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.andInvestment Code of EthicsFor Principal Asset Management 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 PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our to learn more about our purpose, values and benefits.Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 3/26/2025 Latest Post Date: Careers – US: 3/26/2025

Expected salary: $86450 per year

Location: Des Moines, IA

Job date: Sat, 29 Mar 2025 06:19:35 GMT

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