Analyst, Investment Operations jobs in United States
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Principal Financial Group · 10 hours ago

Analyst, Investment Operations

Principal Financial Group is a leader in financial services and technology, dedicated to helping customers achieve financial security. The Analyst, Investment Operations will support the end-to-end lifecycle of global investment activity, collaborating with various teams to ensure smooth operations and drive efficiency.

Financial ServicesInsurance
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Responsibilities

Execute recurring procedures, analysis, and reporting that support global investment transactions
Prepare for and execute post-trade activities, including confirmations, settlements, and trade reporting
Build strong relationships with internal and external partners to obtain information, resolve issues, and keep processes running smoothly
Contribute to global investment initiatives by supporting projects, process reviews, system enhancements, and new capabilities
Collaborate with key stakeholders to educate, problem-solve, and drive operational efficiency

Qualification

Financial analysisInvestment operationsFinancial products knowledgeDTCC vendor systemsAnalytical skillsProblem-solving skillsTeam collaborationAdaptability

Required

Bachelor's degree in accounting, finance, economics, business, or equivalent experience
Detail-oriented, organized, and adaptable in a fast-moving environment
Strong analytical, critical-thinking, and problem-solving skills—able to own issues and work through them with others
Comfortable learning and using new technologies

Preferred

Knowledge of financial products across public markets—or a strong interest in learning
Experience in financial services or investment operations
Ability to deliver accurate, timely work under deadlines in a team-driven environment
Familiarity with tools such as DTCC vendor systems, Charles River, or comparable platforms

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.

Company

Principal Financial Group

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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase