Hybrid Investment Operations Specialist

Principal International; Charlotte (NC); Hybrid; USD 59,000 - 84,000; Full time

Benefits offered by this job

Pension plan

Job summary

Principal Asset Management in Charlotte, NC seeks an Investment Operations Analyst to join our Custom Investment Operations team. You will perform daily trading controls, onboard investments, reconcile trades, and support regulatory and compliance activities while addressing complex problems with minimal mentorship.

You’ll collaborate with internal partners, lead action plans for inquiries, contribute to system enhancements, and help roll out new initiatives in a hybrid work setting.

Qualifications

• 3+ years of accounting, finance or economics experience or equivalent.
• Bachelor's degree or equivalent in accounting, finance, economics, or business preferred.
• Experience in investment/mutual fund operations or related field is helpful.

Responsibilities

• Independently implement and resolve reconciliation problems between recordkeeping, accounting, broker/dealer and/or pricing system with minimal guidance.
• Onboard and maintain investment offerings to ensure readiness for trading, client usage and/or pricing process.
• Independently initiate and lead conversations with internal and external business partners, formulate a plan of action to resolve inquiries/issues.
• Support team effectiveness through knowledge transfer and collaboration.
• Support and participate in projects, creation and rollout of new initiatives, process reviews and/or system improvements.

Skills

Accounting

Finance

Economics

Analytical skills

Attention to detail

Independent decision making

Relationship building

Mentoring

Education

Bachelor's degree

Tools

Excel

SQL

Job description

Principal Asset Management in Charlotte, NC seeks an Investment Operations Analyst to join our Custom Investment Operations team. You will perform daily trading controls, onboard investments, reconcile trades, and support regulatory and compliance activities while addressing complex problems with minimal mentorship.

You’ll collaborate with internal partners, lead action plans for inquiries, contribute to system enhancements, and help roll out new initiatives in a hybrid work setting.