Investment Operations Analyst: Reconciliation & Onboarding

Principal Financial Group; Charlotte (NC); Hybrid; USD 62,000 - 84,000; Full time

Job summary

Principal Financial Group is seeking an Investment Operations Analyst to join the Custom Investment Operations team in a hybrid role. You will perform daily trading controls, onboarding of investment offerings, and collaboration with internal partners to resolve inquiries and implement process improvements.

A background in accounting/finance and at least 3 years of relevant experience are preferred. Responsibilities include reconciliations, data integrity, and supporting regulatory activities.

Qualifications

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

Responsibilities

• Perform daily trading controls and self-identify analysis needs
• Onboard and maintain investment offerings for trading readiness
• Support projects and process improvements through development and implementation
• Coordinate with internal partners to address inquiries/issues
• Provide compliance and regulatory support as needed

Skills

Accounting

Finance

Analytical skills

Independent decision making

Interpersonal skills

Education

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

Tools

Excel

SQL

Job description

Principal Financial Group is seeking an Investment Operations Analyst to join the Custom Investment Operations team in a hybrid role. You will perform daily trading controls, onboarding of investment offerings, and collaboration with internal partners to resolve inquiries and implement process improvements.

A background in accounting/finance and at least 3 years of relevant experience are preferred. Responsibilities include reconciliations, data integrity, and supporting regulatory activities.