Principal Investment Operations Analyst - 2ND Shift in Des Moines, Iowa
As an Investment Operations Analyst on our Retirement and Income Solution Custom Investments/Separate Account Team, you will independently perform procedures, analysis and report preparation to support the lifecycle of custom investments.
Here are examples of the types of things you will do:
Independently answer questions regarding proprietary and non-proprietary investments. Identify and resolve problems with minimal mentorship from senior team members. Conduct analysis and/or provide support to project. Responsible for investment administration, account reconciliation, reporting, transaction management, compliance, data, trade support activities, revenue sharing activities, or unit value calculations. Support investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system improvements. Provide guidance, training, and mentorship to junior team members.
Execute transactions and resolve problems with recordkeeping, accounting, trade platform and/or pricing system.
Follow compliance rules, ensure readiness for trading, reconciliation, settlement, client reporting and/or pricing process. Identify and resolve issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches.
Prepare reports and keep controls in alignment with internal policies and clients' needs.
Work with internal and external personnel including senior operations staff, administration, mutual fund companies, IT, banks, broker dealers, custodians, sub advisors, outside vendors, regulatory agencies and/or industry contracts to educate, provide direction, acquire information and resolve problems.
This opportunity will focus on nightly pricing gathering pricing and daily NAVs from our third party relationships.
Hours will align with second shift. Will vary depending on location. Approximate shift hours will be 1:00pm to 9:30pm CST, 2:00pm to 10:30pm EST, 11:00am to 7:30pm PST.
This position is also a phenomenal way to advance your career! As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.
Bachelor's degree or equivalent experience, plus a minimum of 3-4 years related experience required
Degree in accounting, finance, economics or business preferred
Experience in investment/mutual fund operations or related field preferred
Knowledge of financial services and investment related terminology preferred
Solid analytical, problem solving, interpersonal, time management, planning, decision making, and communication skills required
Must be detailed oriented
Basic PC and/or system skills required
SQL background beneficial but not required
Success in this position requires a strong 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 minimal supervision
Must be able to handle multiple, increasingly complex, tasks, prioritize effectively and be flexible as business needs change
Must have the ability to take initiative, be a self-starter and work independently
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.
https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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.
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.
Requisition ID: 2021-31530
Enterprise Segment: RIS
Business Area: Pension
External Company Name: Principal Financial Group
Street: 711 High Street
FLSA Status: Exempt