Analyst, Investment Operations Fulltime

What You’ll Do

As an Analyst, Investment Operations you will handle global transactions as well as conduct special analysis and/or studies in regards to trading, settlement and/or the trade reporting process This role will primarily work with members of the global operations staff, legal, relationship management, IT, brokers, custodians, portfolio manager, and traders.

Here are few examples of the kinds of things you’ll do when you join our team:
• Execute intermediate recurring procedures, analysis and report preparation to support the lifecycle of investments in a global infrastructure.
• Ensure readiness for post trading activities such as confirmation, settlement and the trade reporting process.
• Build and maintain professional relationships with internal and external customers across Principal
• Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.
• Collaborate with internal and external personnel including senior operations staff, legal, relationship management, IT, brokers, custodians, portfolio managers, traders, regulatory agencies and/or industry contracts to educate, provide direction, obtain information and resolve problems

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are
• Bachelor’s degree, or equivalent, in accounting, finance, economics or business related field preferred.
• Must be detail oriented and able to multi-task, prioritize and be flexible as business needs change.
• Attention to detail when working with large data sets and good analytical skills.
• Excellent problem solving skills, critical thinking and time management skills. Own issues and resolve them in collaboration with others.
• Proven ability to use and learn new technology.

Skills that will help you stand out:
• Existing understanding of or willingness to learn about financial products across all public asset types.
• Prior professional work experience within Financial Services industry is ideal.
• Ability to provide customer service and work under pressure in a deadline driven, team-based environment and ability to produce accurate and timely information with limited direct supervision.
• Prior experience with DTCC vendor tools, Charles River or like systems is a plus.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$27.40 – $37.45 / hour
Time Off Program

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.
Pension Eligible

No
Additional Information

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal

While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date

6/3/2024
Most Recently Posted Date

7/22/2024

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Tagged as: Analyst