Jobs · Finance · Iowa

Senior Associate, Portfolio Management, Private Equity Real Estate (Data Center Team)

Principal Financial Group · Des Moines, IA · 1 mo ago
On-siteFinance$127k–$200k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have content: "What You'll Do" includes responsibilities. Then "Who You Are" includes qualifications/requirements. Then "Salary Range Information" includes pay. Then "Time Off Program" includes benefits (FTO). Also "Pension Eligible No" maybe benefit? Also "Location / Work Environment" maybe schedule? It says "We’re open to candidates based out of our World Headquarters located in Des Moines or Chicago. This role offers the ability for in-office or four days in-office and one day remote." That's schedule/location. Also "Work Authorization/Sponsorship" maybe not needed. "Investment Code of Ethics" maybe not needed. "Experience Principal" maybe fluff. "Principal is an Equal Opportunity Employer" is EEO boilerplate to remove. "Posting Window" etc boilerplate to remove. "Original Posting Date" etc metadata to drop. We need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we drop EEO line, posting window, original posting date, AI tools notice, privacy notice, etc. We need to preserve all substantive information. We need to format with

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to decide sections: Responsibilities (What You'll Do). Requirements/Qualifications (Who You Are). Pay (Salary Range Information). Benefits (Time Off Program). Schedule (Location / Work Environment). Possibly also Skills? Could embed within qualifications. We must not repeat job title as heading. No Job ID. We need to ensure we don't create sections with filler like "commensurate with experience". Not present. Let's extract substantive content. Responsibilities (What You'll Do): - The Senior Associate supports the management and growth of Private Markets Real Estate's data center and digital infrastructure investments. - This role combines portfolio management, investment analysis, and asset management responsibilities, partnering closely with acquisitions, development, operations, and asset management teams. - The position will support portfolio performance monitoring, investment evaluation, strategic decision-making, and asset oversight across the investment lifecycle. - The ideal candidate brings strong analytical skills, data center industry knowledge, and the ability to balance portfolio-level objectives with asset-level execution. - Strategy & Investment Analysis - Support portfolio strategy and investment decision-making across data center investments. - Evaluate acquisitions, developments, financings, and dispositions. - Conduct financial, market, and operational analyses to identify risks and opportunities. - Prepare investment recommendations and materials for senior leadership and investment committees. - Portfolio Management - Monitor portfolio performance and support portfolio optimization efforts. - Analyze investment results, market trends, and key performance indicators. - Develop forecasts, financial models, and performance analyses to support investment decisions. - Prepare portfolio reporting, market insights, and materials for internal and external stakeholders. - Partner across teams to align investments with portfolio objectives and business plans. - Asset Management & Operational Oversight - Support asset performance and execution of business plans across the portfolio. - Work with operating partners and internal teams to identify value creation opportunities. - Monitor financial, operational, and market performance metrics. - Assist with strategic decisions related to leasing, development, capital projects, and portfolio growth. - Collaboration - Collaborate across acquisitions, asset management, research, legal, operations, and capital markets teams to support investment and portfolio objectives. - Contribute to investment analyses, presentations, and strategic initiatives through effective partnership and knowledge sharing. - Support a culture of collaboration, innovation, and continuous improvement. We can turn bullet points into

    • . Some are headings within responsibilities; we could keep them as

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    • . For subheadings like "Strategy & Investment Analysis" we could make a

      Strategy & Investment Analysis:

      then list. But requirement: use
      • for any list of duties/requirements/benefits. So we can have a
          containing
        • items; if we want to include subheadings we could embed them inside
        • as text. That's okay. Simplify: produce a single
            for responsibilities with each responsibility as
          • . Could be long but okay. Now Requirements/Qualifications (Who You Are): - Bachelor's degree in Finance, Real Estate, Economics, Business, Engineering, or a related field. - 4+ years of experience in real estate, infrastructure, private markets investing, or asset management. - Direct experience supporting or managing data center investments, assets, developments, or operations with a meaningful focus on the sector. - Strong financial modeling, investment analysis, and problem-solving capabilities. - Understanding of real estate and infrastructure investments, including acquisitions, development, operations, and portfolio management. - Effective communicator with the ability to present complex analyses and recommendations to a variety of stakeholders. - Self-motivated team player who can manage multiple priorities in a fast-paced environment. - Willingness to travel as needed (5-10%). We can list as
            • . Pay: 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $127000 - $200000 / year - Salary Details The base salary range for this role is $127,000 - $200,000. Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities. In addition to base pay, this role participates in a bonus plan as well. We need to preserve all substantive info. Could combine into

              paragraphs. Benefits: 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 We could treat as

              • for each benefit. Schedule/Location: Location / Work Environment. - We’re open to candidates based out of our World Headquarters located in Des Moines or Chicago. - This role offers the ability for in-office or four days in-office and one day remote. We could make a section heading Schedule (or Location). The instruction says use

                for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use Schedule heading for location/work environment. We need to decide which headings to include: Responsibilities, Requirements (or Qualifications), Pay, Benefits, Schedule. Possibly also Skills but we can incorporate into Requirements. We must not create headings with filler. So we will include those five sections. Now produce HTML fragment:

                Responsibilities

                • ...
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                Requirements

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                Pay

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                Benefits

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                Schedule

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                • ...
                Make sure to not include any extra text outside HTML. Check for any boilerplate leftover: we removed EEO, posting window, original posting date, AI tools, privacy notice, investment code of ethics, experience principal, work authorization/sponsorship (maybe not needed). Also removed "Principal is an Equal Opportunity Employer". Also removed "Posting Window" etc. Check if any duplicated lines: we have salary details repeated; we can keep both but ensure not duplicate exactly same sentence. The posting includes both "Salary Range Information" paragraph and "Salary Details". We'll keep both as separate paragraphs. Now craft the content precisely. Responsibilities list items: Let's break into sensible items. I'll write each bullet as a concise sentence preserving info. Responsibilities: - Supports the management and growth of Private Markets Real Estate's data center and digital infrastructure investments. - Combines portfolio management, investment analysis, and asset management responsibilities, partnering closely with acquisitions, development, operations, and asset management teams. - Supports portfolio performance monitoring, investment evaluation, strategic decision-making, and asset oversight across the investment lifecycle. - Requires strong analytical skills, data center industry knowledge, and ability to balance portfolio-level objectives with asset-level execution. - Strategy & Investment Analysis: supports portfolio strategy and investment decision-making across data center investments; evaluates acquisitions, developments, financings, and dispositions; conducts financial, market, and operational analyses to identify risks and opportunities; prepares investment recommendations and materials for senior leadership and investment committees. - Portfolio Management: monitors portfolio performance and supports portfolio optimization efforts; analyzes investment results, market trends, and key performance indicators; develops forecasts, financial models, and performance analyses to support investment decisions; prepares portfolio reporting, market insights, and materials for internal and external stakeholders; partners across teams to align investments with portfolio objectives and business plans. - Asset Management & Operational Oversight: supports asset performance and execution of business plans across the portfolio; works with operating partners and internal teams to identify value creation opportunities; monitors financial, operational, and market performance metrics; assists with strategic decisions related to leasing, development, capital projects, and portfolio growth. - Collaboration: collaborates across acquisitions, asset management, research, legal, operations, and capital markets teams to support investment and portfolio objectives; contributes to investment analyses, presentations, and strategic initiatives through effective partnership and knowledge sharing; supports a culture of collaboration, innovation, and continuous improvement. That's fine. Requirements list: - Bachelor's degree in Finance, Real Estate, Economics, Business, Engineering, or a related field. - 4+ years of experience in real estate, infrastructure, private markets investing, or asset management. - Direct experience supporting or managing data center investments, assets, developments, or operations with a meaningful focus on the sector. - Strong financial modeling, investment analysis, and problem-solving capabilities. - Understanding of real estate and infrastructure investments, including acquisitions, development, operations, and portfolio management. - Effective communicator with the ability to present complex analyses and recommendations to a variety of stakeholders. - Self-motivated team player who can manage multiple priorities in a fast-paced environment. - Willingness to travel as needed (5-10%). Pay paragraphs: First paragraph: "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." Second: "Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $127000 - $200000 / year" Third: "Salary Details The base salary range for this role is $127,000 - $200,000. Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities. In addition to base pay, this role participates in a bonus plan as well." We could combine second and third but keep separate. Benefits list: - Flexible Time Off (FTO)

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