Client Reporting Analyst

Principal Financial Group • Chicago, IL

9h • $28 - $44 • Hybrid

About The Position

We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.
This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team.
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!

Requirements

• Bachelor's Degree or equivalent in Finance, Math, Engineering or Technology
• Ability to effectively communicate verbally with team members and write cohesive emails and procedure documentation
• High proficiency in Excel, including knowledge of Pivot Tables and Macros

Nice To Haves

• Knowledge of Vermilion or other client reporting software
• 1+ years of business experience in Client Reporting. Asset Management is preferred
• An interest/background in coding, such as Python or SQL
• Strong data analytical and problem solving skills and the ability to deliver accurate data
• Self starting, self motivated, pro-active attitude

Responsibilities

• Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency.
• Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs.
• Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear.
• Identify data or content issues during report production and escalate them appropriately to ensure quality and timely resolution.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level