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⏰ Full-time

Portfolio Administration & Client Service Associate – Spectrum Asset Management

Principal Financial Group
Location 📍 Stamford, United States
Posted 📅 June 15, 2026
Work Type ⏰ Full-time

Position Overview

**What You'll Do**

We’re looking for a Portfolio Administration and Client Service Associate to join our Spectrum Asset Management team. In this role, you’ll be part of a team focused on interacting daily with all areas of the firm as well as external clients!

+ Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices
+ Analyze and maintain market constituents, and other strategic data for the firm
+ Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance
+ Design and implement systems to make client service data related activities more efficient
+ Design, test, monitor, and internally report upon portfolio guideline compliance rules
+ Coordinate and consolidate responses to requests for proposals
+ Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Stamford, United States