Principal Financial Group · 19 hours ago
Analyst, Investment Operations
Des Moines, IA
Full-time
Hybrid
New Grad, Entry Level
$27/hr - $35/hr
0+ years expPrincipal Financial Group is a leading financial services company, and they are seeking an Analyst for their Investment Operations team. The role involves performing routine and intermediate tasks related to investment lifecycle support, account reconciliation, and compliance, while collaborating with various internal and external stakeholders.
Financial ServicesInsurance
No H1B
Responsibilities
Perform routine & intermediate recurring procedures, analysis and report preparation to support the lifecycle of investments in a global infrastructure
Identify and resolve problems following established guidelines; raise complex problems or issue to senior team members
Conduct special analyses and/or studies
Responsible for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities
Support global investment initiatives through participation in projects, process reviews and/or system enhancements
Under general direction, independently execute routine & intermediate transactions and resolve problems
Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process
Identify and resolve issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches
Prepare reports and maintain controls in alignment with internal policies and clients' needs
Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information and resolve problems
Enhance understanding of Principal Global Investors' products, team procedures, and clients' needs through self-initiated research, participation in available training programs and involvement in on-going investment activities
Perform other job related duties or special projects as required
Qualification
Required
Bachelor's degree, or equivalent, in accounting, finance, economics or business required
Minimum of 0-2 years' work experience in investment/mutual fund operations or related field preferred
Good analytical, problem solving, interpersonal, time management and communication skills required
Must be detailed oriented
Success in this position requires a client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely information with limited supervision
Must be able to handle multiple tasks, prioritize effectively and be flexible as business needs change
This position requires successful completion of a criminal background check
Preferred
Knowledge of financial services and investment related terminology preferred
Benefits
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Company
Principal Financial Group
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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