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Portfolio Administration & Client Service Associate – Spectrum Asset Management

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Principal Financial Group
📍 Stamford, United States
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Location Stamford
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Posted June 15, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

**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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📍 Location Details

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City
Stamford
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Country
United States
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Commute
Local Area

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