Private Markets Product Support Specialist

Principal Financial Group
Des Moines, IA, United States
8 days ago
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Role details

Contract type
Internship / Graduate position
Employment type
Full-time (> 32 hours)
Compensation
$55,806 - $69,992
Working hours
Regular working hours
Job source

Tech stack

Microsoft Excel Global Distribution Systems Microsoft PowerPoint Salesforce.Com

Job description

We are looking for a Private Market Product Support Specialist to support marketing and distribution efforts worldwide. As part of the PrinREI Marketing team, the Specialist will work closely with the real estate product specialists, product development, portfolio managers, and members of PGI’s marketing and global distribution teams to create marketing collateral, content, and communications to support efforts related to capital raising and client service globally.

This is a hands-on role for someone who enjoys bringing structure to complex work, translating investment information into polished materials, and serving as a dependable partner when deadlines are tight.

What you’ll do

  • Create, customize, and maintain presentations, client review books, reports, brochures, thought leadership, web and email content, and other investment marketing materials.
  • Update financial, performance, and product information in quarterly and ad-hoc materials while applying established outlines, brand standards, and consistent messaging.
  • Partner with marketing, compliance, performance, GIPS, reporting, product management, and investment teams to confirm materials are current, accurate, and appropriate for the intended audience and jurisdiction.
  • Support sales and client meetings by tracking requests, coordinating agendas and attendance, confirming the right presenters and strategies, and preparing meeting materials.
  • Prepare and distribute performance and analytical reports that support capital raising, consultant engagement, and client service.
  • Respond to ad-hoc questions about investment strategies and funds, connecting partners with the right information and subject matter experts.
  • Organize and maintain collateral, formatted commentary, reports, thought leadership, contact lists, CRM records, and virtual data rooms.
  • Help improve scalable processes for maintaining collateral, tracking work, and delivering materials on time.
  • Support product launches, fundraising activity, quarterly update calls, RFP/DDQ requests, investor tracking, and internal sales communications as assigned.
  • Contribute to other communications and projects that support Principal Real Estate staff and business priorities.

Requirements

  • Bachelor’s degree or equivalent experience, plus previous internship or work experience in marketing, communications, or a related field.
  • Ability to understand investment-related terminology and apply it accurately to communication and marketing materials.
  • Strong relationship-building, problem-solving, project management, decision-making, and written and verbal communication skills.
  • Exceptional attention to detail, planning, organization, and time management.
  • Ability to manage expectations, balance multiple projects, prioritize effectively, and communicate progress or risks promptly.
  • High degree of integrity and commitment to ethical, compliant, and customer-focused work.

Skills that will help you stand out

  • Knowledge of financial-services markets, institutional investment products, real estate investments, or asset management.
  • Experience partnering with sales teams or supporting client-facing professionals.
  • Strong working capability in Microsoft PowerPoint and Excel as well as exposure to Salesforce
  • Experience coordinating work across multiple teams or business units.
  • Experience leading projects, workstreams, or calls, even without formal people-management responsibility.

Benefits & conditions

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$26.83 - $33.65 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

About the company

Principal Real Estate Investors (PrinREI) is one of the top 10 largest real estate managers in the world, with investment capabilities across all four quadrants - private, public, debt, and equity real estate. We have over 60 years’ investment experience and today work with more than 550 institutions from 27 different countries. Our organization is committed to providing clients with superior risk-adjusted returns across a variety of both commingled and custom investment strategies reflecting core, value add and development private real estate, core mortgage and higher yield debt origination and management, and publicly traded CMBS and REIT strategies., Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants), At 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 careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.

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