Global Investment Operations Analyst

Principal Financial Group; Des Moines (IA); On-site; USD 37,000 - 46,000; Full time

Job summary

Principal Financial Group in Des Moines, IA is seeking an Investment Operations Analyst to support the lifecycle of investments with a focus on collateral management. You will reconcile information, support margin activity, and ensure timely and accurate transaction processing across internal and external partners.

The role is suitable for an early-career candidate with a finance-related degree or someone with exposure to investment or mutual fund operations.

Qualifications

• Bachelor's degree in accounting, finance, economics or business prepared you for success in investment operations.
• 0+ years of investment/mutual fund operations or related experience.
• You are highly detail-oriented and understand that accuracy matters.
• Strong analytical, problem-solving, interpersonal, time-management and communication skills.
• You communicate effectively and collaborate with internal and external partners.

Responsibilities

• Independently execute routine and intermediate investment operations transactions while identifying and resolving issues according to established procedures.
• Support collateral management activities involving derivatives, brokers and custodians, including reconciling market and derivative values and supporting margin-related transactions.
• Support incoming and outgoing collateral activity, including applicable wire activity, and facilitate the booking of applicable transactions into accounting systems.
• Establish securities, compliance rules, accounts, and reports that help support trading, reconciliation, settlement, and client reporting processes.
• Investigate and resolve client-data issues, trade and reconciliation breaks, and compliance-related exceptions, escalating more complex matters when appropriate.
• Prepare reporting and maintain controls consistent with established policies and client needs.
• Collaborate with operations staff, legal, relationship management, technology teams, banks, brokers, custodians, portfolio managers, and traders to gather information and resolve issues.
• Continue developing your understanding of investment products, procedures, and client needs through research, learning opportunities and ongoing investment activities.
• Contribute to projects, process reviews and system enhancements supporting global investment initiatives.
• Perform other job-related duties and special projects as needed.

Skills

Problem-solving

Interpersonal skills

Communication skills

Time-management

Education

Bachelor's degree in accounting/finance/economics/business

Tools

Excel

Eagle for accounting

Job description

Principal Financial Group in Des Moines, IA is seeking an Investment Operations Analyst to support the lifecycle of investments with a focus on collateral management. You will reconcile information, support margin activity, and ensure timely and accurate transaction processing across internal and external partners.

The role is suitable for an early-career candidate with a finance-related degree or someone with exposure to investment or mutual fund operations.