Process Specialist - Custodian

Principal Global Services; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Principal Financial Group in Pune, India is seeking a Process Specialist - Custodian to join a team focused on accurate data handling, performance analysis, and financial product support. You will leverage Excel, Jira, and strong analytical skills to ensure flawless execution of custodian tasks and contribute to world-class service standards.

The role requires 2–4 years of custodian experience, a bachelor's degree, and flexibility for late shifts (5:30 PM–2:30 AM or 6:30 PM–3:30 AM).

Qualifications

• Bachelor's degree or equivalent experience.
• 2-4 years of custodian knowledge or relevant experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong analytical approach and effective communication.
• Familiarity with Jira board preferred.

Responsibilities

• Perform comprehensive analysis of alternative asset categories and markets.
• Apply analytical skills to perform basic statement analysis.
• Communicate clearly with business partners and management.
• Load various levels of classified data into the mainframe system accurately.
• Ensure outputs are accurate, complete, and consistent.
• Apply Jira board for task management and project tracking.
• Apply knowledge of pricing to various financial products.
• Serve as a backup and guide other team members when required.

Skills

Analytical thinking

Effective communication

Jira familiarity

Collaboration

Pricing knowledge

Statement analysis

Excel proficiency

Education

Bachelor's degree or equivalent experience

Tools

Jira

Excel

Job description

What You'll Do

• At Principal Financial Group, we pride ourselves on crafting an environment that is both challenging and rewarding. As a Process Specialist - Custodian, you will have the opportunity to work with a team of dedicated professionals and be at the forefront of financial innovation. This role offers an outstanding chance to delve deep into alternative asset classes and global financial markets, ensuring you stay ahead in the finance and insurance sector. You will play a crucial role in ensuring flawless execution of tasks and contribute to our world-class service standards.

  Key Responsibilities

  • Perform comprehensive analysis of alternative asset categories and worldwide financial markets.
  • Apply strong analytical skills to perform basic statement analysis.
  • Communicate clearly with business partners and management to guarantee clarity and accuracy of information.
  • Load various levels of classified data into the mainframe system accurately and efficiently.
  • Ensure outputs are accurate, complete, and consistent.
  • Apply Jira board for task management and project tracking.
  • Apply knowledge of pricing to various financial products.
  • Serve as a backup and guide other team members when required.
  • Demonstrate a strong research approach and curiosity to continually learn and improve.

  Requirements

  • Bachelor's degree or equivalent experience.
  • 2-4 years of relevant experience with custodian knowledge.
  • Proficiency in Microsoft Office, especially Excel.
  • Strong analytical approach and effective communication ability.
  • Familiarity with Jira board preferred.
  • Ability to collaborate and communicate effectively with business associates and management.
  • Knowledge of pricing and capability to perform basic statement analysis.

  Working Hours

  This role requires flexibility to work during late shifts, specifically from 5:30 PM to 2:30 AM or 6:30 PM to 3:30 AM.