Job Description

Responsibilities

At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well-being of our customers, transform our growing business, and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

Are you an ambitious individual seeking an outstanding opportunity to gain practical experience in the financial industry? As a Summer Intern , you'll take part in various activities that support skill development and provide useful knowledge about the financial industry. This is an outstanding chance to collaborate with a group of professionals who are committed to producing impeccable results.

What You'll Do

• Supporting the team in coordinating conferences and client engagements by conducting company background research.
• Assisting in managing broker and vendor communications by handling inquiries, following up on outstanding items, and facilitating smooth coordination with internal collaborators.
• Providing support in preparing and updating client presentation materials, including research, data gathering, and information consolidation.
• Helping with scheduling team meetings, arranging travel, and taking on ad-hoc administrative and coordination tasks to ensure efficient day-to-day operations.

Requirements

Who You Are

• Master's degree or equivalent experience in Finance or related fields, with investment knowledge
• Strong organizational skills with high attention to detail and ability to multitask
• Excellent communication and interpersonal skills, with a proactive and responsible attitude
• Proficiency in Microsoft Office, especially PowerPoint and Excel
• Ability to conduct basic research and present information in a clear and structured manner
• Proficient in spoken and written English and Chinese

Additional Information

Why Join Us?

At Principal, we believe that investing in you forms the foundation of our success. We maintain a nurturing environment where your valuable insights and expertise are recognized. You'll be able to work alongside world-class professionals, inspire innovation, and play a role in securing the financial well-being of our customers. Together, we can achieve remarkable outcomes!