What You'll Do:

• Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems.
• Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches. Prepare reports and maintain controls in alignment with internal policies and client needs.
• Develop an understanding of Principal Asset Management's products, team procedures, and customer needs through self-initiated research, participation in available training programs and involvement in ongoing investment activities.

Who You Are:

• Bachelor's degree, or equivalent, in accounting, finance, economics or business.
• 1+ years' of professional or intern experience in investment/mutual fund operations.
• Knowledge of financial services and investment related terminology.

Skills That Will Help You Stand Out

• Experience with investment reconciliation processes.
• Strong analytical, problem solving, interpersonal, time management and communication skills required.
• Knowledge of business applications and software including Microsoft Office (Excel proficiency), preferably Power Query and/or Power BI.
• Detailed oriented.
• Client service orientation, the ability to work under pressure in a deadline driven, team-based environment to produce accurate and timely information with limited supervision.
• Able to handle multiple tasks, prioritize effectively and be flexible as business needs change.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $27.40 - $37.45 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: No Additional Information:

Our Culture

Hours

Location

Work Environments

Work Authorization/Sponsorship

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Experience Principal

Principal is an Equal Opportunity Employer

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 9/13/2024 Latest Post Date: Careers - US: 9/13/2024