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.
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
Skills
- 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
- 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 Overview
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. It was founded in 1879, and is headquartered in Des Moines, Iowa, USA, with a workforce of 10001+ employees. Its website is https://www.principalam.com/.
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