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Investment Operations Lead Analyst Fulltime
Join us as an Investment Operations Lead Analyst at Principal! Dive into procedures, analyses, and reporting to drive project success. Be part of a purpose-led firm, making financial security accessible to all for over 140 years. Bring your expertise, problem-solving skills, and passion for client service to our team. Apply now and be part of our mission!
Summarize by CVGorilla
What You’ll DoWe’re looking for an Investment Operations Lead Analyst to join our team! In this role, you’ll dive into procedures, analyses, and reporting to support various internal departments. From answering investment inquiries to tackling complex issues independently, you’ll be at the forefront of driving projects and contributing to our success!Key Responsibilities:• Execute transactions, resolve issues with recordkeeping, accounting, and pricing systems.• Act as a subject matter expert, build new custom investments, ensure compliance, and prepare for trading and reconciliation.• Identify and resolve issues with client data, trade breaks, reconciliation breaks, and compliance breaches.• Interface with internal/external stakeholders, provide guidance, and participate in training.• Demonstrate expertise in technical functions, problem-solving, and communication.• 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 the equivalent.• 3+ years of experience in investment/mutual fund operations.• Excellent analytical, problem solving, interpersonal and communication skills.• Must be able to attend to day-to-day details while maintaining a strategic, analytical focus on the big picture.• Detailed oriented, and have strong abilities in the areas of problem solving, planning, time management, decision making, consulting, negotiation, mentoring and project management.• Build and maintain strong working relationships, and effectively communicate with internal and external contacts at all levels.• Strong client service orientation, the ability to work under pressure in a deadline driven, team-based environment, make effective, high impact decisions. Oversee projects, and produce accurate and timely information independently and drive results.Skills That Will Help You Stand Out:• Degree in accounting, finance, economics or business preferred.• Strong knowledge of financial services / investment products and services preferred.• SQL/SAS background preferred.Salary Range InformationSalary 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)$86450 – $123000 / yearTime Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension EligibleYesAdditional InformationWork EnvironmentsThis role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in our Des Moines, IA and Charlotte, NC office locations. You’ll work with your leader to figure out which option may align best based on several factors.Work Authorization/SponsorshipAt 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 ImmigrantsInvestment Code of EthicsFor 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 PrincipalWhile 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 EmployerAll 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 WindowWe 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 Date5/6/2024Most Recently Posted Date5/14/2024
