Analyst, Data Management

Principal Financial Group • Roseville, CA

13h • Onsite

About The Position

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

The team operates in a fast-paced environment that places an emphasis on continuous learning, collaboration, and maintaining an equitable and fun working environment.

This position is responsible for independently completing daily operations, performing data analysis, and fulfilling ad hoc requests to ensure high-quality, reliable data and accurate sales attribution across the global sales lifecycle. The role involves collecting, validating, and consolidating data from various sources to support research, data governance, resolve inquiries, and correct errors. Maintaining data integrity and security across systems, handling exception requests, and providing operational support for projects and processes in diverse operational environments are key aspects of this role. The Analyst will contribute to distribution efforts through involvement in projects, process reviews, and system adjustments. Proactive steps will be taken to recognize and manage challenges by evaluating and finding operational improvements that uphold accurate and reliable data handling and processing during the sales lifecycle. Collaboration with internal and external personnel, including senior operations staff, client reporting, performance, accounting, sales, marketing, finance, IT, vendors, portfolio managers, traders, and analysts, is essential for collecting information and resolving issues. Additionally, the Analyst will provide guidance, training, and mentorship to team members, demonstrating an ability to share knowledge with others.

Requirements

• A Bachelor's degree or equivalent experience in accounting, finance, economics, or business.
• Experience in Data Analytics and Data Governance is required.
• Strong analytical, problem-solving, interpersonal, time management, and communication abilities.
• High level of precision and carefulness with the capability to deliver accurate and timely information.
• Capability to handle various tasks simultaneously in a dynamic setting with urgent deadlines and minimal direct oversight.
• Strong ability to prioritize and adapt as business needs evolve.
• Ability to build strong working relationships, show flexibility, and effectively interact with internal and external contacts at all levels.
• Familiarity with Microsoft Office, particularly Excel.

Nice To Haves

• 1+ years of professional experience in investment or mutual fund operations, or a related area, is preferred.
• 2+ years of experience in investment or mutual fund operations or a related area (for Associate, Data Management role).
• Experience with financial tools and systems such as Salesforce, Power BI, and SQL query (for Associate, Data Management role).

Responsibilities

• Independently complete daily operations, perform data analysis, and fulfill ad hoc requests to ensure high-quality, reliable data and accurate sales attribution across the global sales lifecycle.
• Collect, validate, and consolidate data from various sources to support research, data governance, resolve inquiries, and correct errors.
• Maintain data integrity and security across systems, handle exception requests, and provide operational support for projects, and processes in diverse operational environments.
• Contribute to distribution efforts through involvement in projects, process reviews, and system adjustments.
• Take proactive steps to recognize and manage challenges by evaluating and finding operational improvements that uphold accurate and reliable data handling and processing during the sales lifecycle.
• Collaborate with internal and external personnel, which may include senior operations staff, client reporting, performance, accounting, sales, marketing, finance, IT, vendors, portfolio managers, traders, and analysts to collect information and work together on resolving issues.
• Provide guidance, training, and mentorship to team members while demonstrating an ability to share knowledge with others.

Benefits

• Bonus program (for non-sales positions)
• 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.
• Inclusive and competitive benefits protect physical, financial, and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree