Associate Manager - Cash & Trade Settlement

Principal Financial Group; Hyderabad; Hybrid; INR 1,800,000 - 3,600,000; Full time

Job summary

Principal Financial Group seeks an Associate Manager to oversee day-to-day operations in investment operations, cash reconciliation, and financial accounting. You will coach staff, set clear objectives, and partner with internal and external stakeholders to drive effective processes.

The role emphasizes leadership, strategic planning, and rigorous risk management to ensure accuracy and timely delivery of financial information.

Qualifications

• Bachelor's degree or 15 years education in Commerce/Finance.
• Minimum 10-16 years experience in Custodian/investment/reconciliation/ financial accounting.
• Excellent human relations, communication, decision making and project management skills.
• Strong coaching and staff development capabilities.
• Ability to implement operations strategies and drive improvements.

Responsibilities

• Lead and coach the investment operations/cash reconciliation/financial accounting team.
• Provide leadership and delegate tasks with clear expectations and objectives.
• Build partnerships across the organization and manage conflicts promptly.
• Contribute to strategic planning and align processes with policies and resources.
• Identify root causes, balance big-picture with day-to-day work, and drive improvements.
• Perform other duties as requested.

Skills

Staff development

Stakeholder management

People management

Analytical thinking

Time management

Communication

Problem solving

Risk identification/escalation

Education

Bachelor's degree in Commerce/Finance

15 years education

Job description

The Associate Manager role will be responsible for managing the day-to-day activities of an investment operations/ cash reconciliation/Financial accounting team/Fiduciary & Regulatory. Incumbent will assist in the implementation and ongoing management of operations strategies, policies, and procedures across Principal's product structure. Incumbent must effectively communicate and partner with stakeholders as well as members from external organizations.

Key Responsibilities:

• Develop, coach and motivate staff in an environment that embraces change, fosters focus, teamwork, efficiency, timeliness and results that are measured and recognized. Instill a sense of energy, ownership and personal commitment to work and the business. Make accurate and objective evaluations of people's performance and potential. Motivate others through tailoring opportunities, rewards, recognition, and compensation to the individual. Provide honest, timely, helpful coaching and feedback to others on their performance. Help others develop a global mindset when looking at opportunities and issues.
• Provide leadership and direction over an investment operations team within PGI. Delegate assignments, providing clear expectations and measurable objectives. Seek additional resources to complete tasks when needed. Remove barriers in order to move forward to get efforts back on track. Hold self and others accountable for following through on commitments. Act as escalation point for team members.
• Build strong partnerships with others. Build relationships across the organization to create a foundation for future influence. Share information openly and directly with others. Effectively manage conflict in a timely manner.
• Contribute to strategic planning activities and initiatives. Effectively communicate ideas to improve processes or procedures and provide feedback on resource requirements and allocation. Stay abreast of, share and apply key external information to effectively manage implications/threats to the business. See the big picture by demonstrating the ability to see overall trends, themes, global impact, etc. Integrate and balance big picture concerns with day-to-day activities. Effectively prioritize including finding low impact work. Translate HLI's into action that meets current and long-term needs. Actively support and move forward the leadership framework through appropriate use of metrics, huddles and check-ins.
• Make sound business decisions by collecting sufficient information to understand problems and get to root cause for resolution. Analyze from different points of view and incorporate diverse perspectives. Anticipate and address symptoms that indicate problems.
• Perform other job-related duties as requested

Bachelor's degree or 15 years education in Commerce/Finance

Experience:

Minimum of 10-16 years in experience in Custodian/investment/reconciliation/ Financial accounting or Good working knowledge of investment products and services, securities processing and information technology required. Excellent human relations, communication, decision making, analytical, organization, and project management skills required

Skill set:

Strong attention to detail, consistently able to meet timing requirements and maintain SLA, stakeholder management, Excellent people management skills, Good comprehension skills, analytical skills,detail-oriented, multitasking, ability to prioritize, time management skills,

Must demonstrate possession of analytical, problem solving, interpersonal, time management and communication skills.

identification/ escalation of risks and issues whenever required as observations from above.

Competencies:

• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent