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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 and coordination

Spectrum is a registered institutional advisor, with a subsidiary broker-dealer. With over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers. Spectrum is directly owned by Principal Global Investors (doing business as Principal Asset Management) and is indirectly owned by Principal Financial Group. Check us out at https://www.samipfd.com.

Who You Are

• You have a bachelor’s degree, or equivalent, preferably in finance, accounting, economics, business management, mathematics, or computer science
• Basic knowledge of fixed income, fixed income portfolio characterictics analysis, and fixed income performance reporting is preferrable.
• Competent skills with Python and SQL
• Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation

Skills That Will Help You Stand Out

• Work experience in institutional asset management, operations, client support, or finance
• Experience with and knowledge of AI assisted code writing tools
• Knowledge of preferred and capital securities
• FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days
• Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries
• Excellent communication, writing, and organizational skills

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)
$74400 - $100800 / year
Salary Details

The salary range posted reflect market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. 

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 Location

Stamford, CT. Spectrum’s Stamford office is located 15 minutes from the Metro-North Railroad (New Haven Line) and there city buses that runs daily between the Stamford Metro-North Station and the office park at which Spectrum is located. As a result, a reverse commute from New York City to Spectrum is practical.

Work Environments

This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements (but requires three office days each week). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

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 to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
5/8/2026
Most Recently Posted Date
6/16/2026
 

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Qualifications:

• You have a bachelor’s degree, or equivalent, preferably in finance, accounting, economics, business management, mathematics, or computer science
• Basic knowledge of fixed income, fixed income portfolio characterictics analysis, and fixed income performance reporting is preferrable.
• Competent skills with Python and SQL
• Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation

Skills That Will Help You Stand Out

• Work experience in institutional asset management, operations, client support, or finance
• Experience with and knowledge of AI assisted code writing tools
• Knowledge of preferred and capital securities
• FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days
• Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries
• Excellent communication, writing, and organizational skills

Education:UNAVAILABLEEmployment Type: FULL_TIME