Senior Investment Operations Lead — PESA Initiatives

Principal International; Des Moines (IA); Hybrid; USD 69,000 - 109,000; Full time

Job summary

Principal Asset Management is seeking a Senior Operations Analyst to independently execute complex administrative functions, prepare reports, and drive investment operations initiatives with a focus on PESA. You will partner with internal and external stakeholders to evaluate requirements, resolve issues and support sales, service representatives, retirement plan clients and participants.

In this role you will lead cross-functional initiatives, manage data integrity across mainframe and

Qualifications

• Bachelor's degree in finance or business preferred.
• 5+ years' work experience in investment/mutual fund operations or related field preferred.
• FINRA Series 6 or 7 preferred.
• MBA, CFA or CIMA a plus.
• Working knowledge of financial services / investment products and IT required.
• Strong analytical, interpersonal and communication skills.
• Detail oriented with solid problem solving, planning, time management and decision making.
• Ability to build and maintain strong working relationships and collaborate across departments.
• Independently lead complex investment initiatives and navigate sophisticated investment arrangements.
• Proficiency with Word, Excel and PowerPoint required.
• Some travel may be required.

Responsibilities

• Maintain integrity of investment data in mainframe, databases and materials and lead impact analysis.
• Lead and coordinate PESA and other complex investment initiatives with limited guidance and cross-functional teams.
• Evaluate requirements, coordinate with internal and external partners, and drive issues toward resolution.
• Research and support new Mutual Fund Network funds and other investment options; evaluate trading and settlement requirements.
• Provide training on investment platforms and lead or contribute to special projects.

Skills

Analytical skills

Interpersonal skills

Communication skills

Relationship management

Time management

Education

Bachelor's degree in finance or business

MBA/CFA/CIMA a plus

Tools

MS Word

MS Excel

PowerPoint

Job description

Principal Asset Management is seeking a Senior Operations Analyst to independently execute complex administrative functions, prepare reports, and drive investment operations initiatives with a focus on PESA. You will partner with internal and external stakeholders to evaluate requirements, resolve issues and support sales, service representatives, retirement plan clients and participants.

In this role you will lead cross-functional initiatives, manage data integrity across mainframe and