Senior Associate, Portfolio Management, Private Equity Real Estate (Data Center Team)
Principal Financial Group · Chicago, IL · 1 mo ago
On-siteFinance$127k–$200k/yrFull-time
We need to output HTML fragment only, with sections for headings where content exists. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove sections like "Work Authorization/Sponsorship", "Investment Code of Ethics", "Experience Principal", "Principal is an Equal Opportunity Employer", "Posting Window", "Original Posting Date", "Most Recently Posted Date", AI tools, privacy notice, etc. Also remove "Salary Range Information" maybe we keep salary details? The instruction: include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Salary range is given: $127,000 - $200,000 / year, plus bonus plan. So we can have a Pay section with that content. Benefits: they mention Flexible Time Off (FTO) provided to salaried employees, plus bonus plan. Also maybe other benefits not listed. So we can include Benefits section with FTO and bonus plan. Schedule: they mention ability for in-office or four days in-office and one day remote. So we can have Schedule section. Also Location/Work Environment: they mention open to candidates based out of World Headquarters located in Des Moines or Chicago. That's location info; could be part of a Location section but not required heading list includes Benefits, Pay, Schedule. There's no explicit heading for Location in the list, but we could include as a paragraph maybe under a generic section? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those headings if content exists. We have content for Responsibilities (What You'll Do), Requirements/Qualifications (Who You Are), Skills maybe implied, Benefits, Pay, Schedule. Also maybe About the role? The "What You'll Do" is responsibilities. Could treat as Responsibilities. Also there is a section "Strategy & Investment Analysis", "Portfolio Management", "Asset Management & Operational Oversight", "Collaboration". Those are subparts of responsibilities; we can keep them under Responsibilities as paragraphs or lists.
We need to preserve all substantive information, not invent or summarize away detail. So we need to keep the details from the posting.
We must not include boilerplate like "Principal is an Equal Opportunity Employer", etc.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
- What You'll Do: paragraphs describing role.
Breakdown:
"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."
Then subheadings:
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.
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%).
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.
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.
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 should discard other sections like Work Authorization/Sponsorship, Investment Code of Ethics, Experience Principal, Principal is an Equal Opportunity Employer, Posting Window, Original Posting Date, Most Recently Posted Date, AI tools, privacy notice.
Now we need to decide headings.
We have:
- Responsibilities (for What You'll Do and subparts)
- Requirements (or Qualifications) for Who You Are
- Skills maybe not separate; we could embed within Requirements.
- Benefits: includes FTO and bonus plan.
- Pay: salary range and bonus.
- Schedule: in-office or four days in-office and one day remote.
We could also have a Location section but not in list; maybe we can incorporate Schedule or Benefits? Better to add a Location heading? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should only use those headings if content exists. We have content for Responsibilities (What You'll Do), Requirements/Qualifications (Who You Are), Skills maybe implied, Benefits, Pay, Schedule. Also maybe About the role? The "What You'll Do" is responsibilities. Could treat as Responsibilities. Also there is a section "Strategy & Investment Analysis", "Portfolio Management", "Asset Management & Operational Oversight", "Collaboration". Those are subparts of responsibilities; we can keep them under Responsibilities as paragraphs or lists.
We need to preserve all substantive information, not invent or summarize away detail. So we need to keep the details from the posting.
We must not include boilerplate like "Principal is an Equal Opportunity Employer", etc.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
- What You'll Do: paragraphs describing role.
Breakdown:
"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."
Then subheadings:
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.
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%).
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.
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.
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 should discard other sections like Work Authorization/Sponsorship, Investment Code of Ethics, Experience Principal, Principal is an Equal Opportunity Employer, Posting Window, Original Posting Date, Most Recently Posted Date, AI tools, privacy notice.
Now we need to decide headings.
We have:
- Responsibilities (for What You'll Do and subparts)
- Requirements (or Qualifications) for Who You Are
- Skills maybe not separate; we could embed within Requirements.
- Benefits: includes FTO and bonus plan.
- Pay: salary range and bonus.
- Schedule: in-office or four days in-office and one day remote.
We could also have a Location section but not in list; maybe we can incorporate Schedule or Benefits? Better to add a Location heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive; we could add other headings if needed, but better to stick to those. Location could be part of Schedule? Not really. Could be part of a brief paragraph under Schedule? Might be okay to add a Location heading if we think it's needed, but instruction says prefer a few substantive sections over many thin ones. We could incorporate location info into Schedule paragraph: "This role offers the ability for in-office or four days in-office and one day remote, with positions based out of our World Headquarters in Des Moines or Chicago." That covers both.
Thus we have sections: Responsibilities, Requirements, Benefits, Pay, Schedule.
We need to ensure we don't repeat job title.
Now format: Use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide what is a list vs prose. For responsibilities we have multiple bullet-like items under subheadings. Could make a
with each bullet as - . For subheadings like Strategy & Investment Analysis etc., we could either keep them as
- with a bolded subheading inside? But we must not invent headings inside
- . Could just list each bullet as
- and include the subheading as part of the text. Eg: "
- Strategy & Investment Analysis: Support portfolio strategy ...
" That's acceptable.
Similarly for Requirements we can list each bullet.
Benefits: we have FTO and bonus plan. Could list as - Flexible Time Off (FTO) ...
- Participates in a bonus plan.
Pay: we have salary range and bonus. Could be prose The base salary range for this role is $127,000 - $200,000 per year. In addition to base pay, this role participates in a bonus plan.
Schedule: we have in-office or four days in-office and one day remote, location. Could be prose.
Now we need to preserve all substantive information. Let's ensure we include all details from the posting.
From What You'll Do paragraph: we need to include that sentence.
From subheadings: we need to include each bullet.
Let's extract bullet points exactly:
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.
Now Who You Are bullets:
- 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%).
Now Salary details:
- 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.
Also earlier
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide what is a list vs prose. For responsibilities we have multiple bullet-like items under subheadings. Could make a
with each bullet as - . For subheadings like Strategy & Investment Analysis etc., we could either keep them as
- with a bolded subheading inside? But we must not invent headings inside
- . Could just list each bullet as
- and include the subheading as part of the text. Eg: "
- Strategy & Investment Analysis: Support portfolio strategy ...
" That's acceptable.
Similarly for Requirements we can list each bullet.
Benefits: we have FTO and bonus plan. Could list as - Flexible Time Off (FTO) ...
- Participates in a bonus plan.
Pay: we have salary range and bonus. Could be prose The base salary range for this role is $127,000 - $200,000 per year. In addition to base pay, this role participates in a bonus plan.
Schedule: we have in-office or four days in-office and one day remote, location. Could be prose.
Now we need to preserve all substantive information. Let's ensure we include all details from the posting.
From What You'll Do paragraph: we need to include that sentence.
From subheadings: we need to include each bullet.
Let's extract bullet points exactly:
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.
Now Who You Are bullets:
- 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%).
Now Salary details:
- 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.
Also earlier
for prose. We need to decide what is a list vs prose. For responsibilities we have multiple bullet-like items under subheadings. Could make a
- with each bullet as
- . For subheadings like Strategy & Investment Analysis etc., we could either keep them as
- with a bolded subheading inside? But we must not invent headings inside
- . Could just list each bullet as
- and include the subheading as part of the text. Eg: "
- Strategy & Investment Analysis: Support portfolio strategy ... " That's acceptable. Similarly for Requirements we can list each bullet. Benefits: we have FTO and bonus plan. Could list as
- Flexible Time Off (FTO) ...
- Participates in a bonus plan.
The base salary range for this role is $127,000 - $200,000 per year. In addition to base pay, this role participates in a bonus plan.
Schedule: we have in-office or four days in-office and one day remote, location. Could be prose. Now we need to preserve all substantive information. Let's ensure we include all details from the posting. From What You'll Do paragraph: we need to include that sentence. From subheadings: we need to include each bullet. Let's extract bullet points exactly: 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. Now Who You Are bullets: - 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%). Now Salary details: - 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. Also earlier