Job Details

Institutional Sales Internship Summer 2018 #220857

Company name
Principal Financial Services, Inc

New York City, NY

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Institutional Sales Internship Summer 2018 - #220857


New York City

New York

Job Area: SalesBusiness Area: PGI OtherLocation: NY - New York CityCareer Category: InternFull/Part Time: Full-TimeRegular/Temporary: TemporaryDate Posted: 2017-09-11

Pursue your calling and make an impact.

We know it’s important to get off to a great start with your career. Principal offers multiple opportunities to gain experience, make connections, and provide fast-tracked opportunities to learn our business from the inside out.

You’re not just looking for an internship.

We hear you. That’s why working with us isn’t just about skill sets and job responsibilities. We care about offering you diverse experiences, rewarding challenges, and global opportunities that push you to reach for bigger life goals.

The Internship Experience

You will meet with senior leaders, gain career direction, and contribute to work that helps our customers live their best lives - all at a Fortune 500 company who invests in your personal and professional development.

Did we mention you’ll have plenty of time to explore New York?


Principal Global Investors (PGI) is offering an exciting opportunity for students interested in institutional sales. This paid internship is a full time position from late May through August 2017 in New York City. During the internship, students will work closely with the US Institutional Sales Team.

Responsibilities Include:

Gaining an understanding of key areas of PGI-Sales, Investment Teams, Marketing, Request for Proposals (RFPs), Client Relationship Management (CRM), Compliance, Client Service, and Performance

Assisting sales staff with data entry of prospect information into Client Relationship Management (CRM) system, working with technical team and salespeople

Assisting sales team with prospect briefing memos to prepare PGI investment teams prior to meetings

Researching key prospect information using internet, external databases, and files

Researching investor trends and competitor intelligence as well as conducting product analysis

Helping with logistics on road trips (flipbooks, calendar, follow-up)

Preparing for prospect conference calls and group prospect events

Organizing private dinners for prospects at key conferences

Performing key industry studies via media outlets such as NACUBO, COF, Commonfund, Casey Quirk, etc.


Candidates must be pursuing a bachelor’s degree in business or related field is required, preferably with a major in finance, marketing, or economics. Although a business major is preferred, it is not required.

3.0 GPA required with a preference towards 3.5 GPA

Ideal applicants will have exposure to intermediate level class work, student organization involvement or internship/employment experiences.

Excellent communication and leadership skills are strongly preferred as the intern will need to display a high-level of professionalism and self-motivation

Must have general knowledge of investment vehicles, strategies, and theories

All applicants must be available to work in our New York City office, full-time from late May through August 2017.

Investment Code of Ethics

You will be required to comply with a Code of Ethics which covers personal trading activities for you and members of your household.

Visa Sponsorship

This position is intended to groom potential applicants for full-time roles at Principal. These positions are not eligible for sponsorship for work authorization, therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time. Due to the fact student visas (J1, F1, etc...) are time-limited, we regret we cannot consider candidates on student visas.




Principal is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

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Company info

Principal Financial Services, Inc
Website :

Company Profile
The Principal Financial Group® (The Principal®) is a leading global financial company offering businesses, individuals and institutional clients a wide range of financial products and services. Our range of products and services includes retirement solutions, insurance, wellness programs, and investment and banking products through our diverse family of financial services companies and national network of financial professionals.

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