Investment Data Operations Analyst
About The Position
As an Investment Data Operations Analyst on our Data Operations Team in our Des Moines office, you'll independently perform daily tasks, data analysis, investment valuation, and ad hoc requests to support the investment lifecycle within a global infrastructure. The team operates in a fast-paced environment that places an emphasis on continuous learning, collaboration, and maintaining an equitable and fun working environment. Here are additional examples of the types of things you'll do: Collect and verify investment data while ensuring accurate and up to date security information is shared across various operational systems encompassing multiple asset classes including Fixed Income, Equities, and Derivatives. Support global investment initiatives through participation in projects, process reviews and/or system improvements. Proactively diagnose and manage high risk issues by reviewing and identifying operational improvements to ensure that data is handled and processed accurately and effectively throughout the investment lifecycle. Conduct special analyses and/or studies to ensure quality standards are met including data governance and audit requirements. Collaborate and partner with internal and external personnel to obtain information to resolve issues. Enhance understanding of Principal Global Investors' products, team procedures, and clients' needs. 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 accounting, finance, economics or business required.
- A minimum of 1+ years' work experience in investment/mutual fund operations or related field preferred.
- Excellent analytical, problem solving, interpersonal, time management and communication skills.
- High degree of accuracy and attention to detail with the ability to produce accurate and timely information.
- Strong prioritization and flexibility as business needs change.
Nice To Haves
- Knowledge of financial services and investment related terminology.
- Ability to build strong working relationships, exercise flexibility and effectively connect with internal and external contacts at all levels.
- Ability to multitask in a fast-paced, deadline driven environment under limited direct supervision.
- Bloomberg knowledge, SQL, and/or bot development.
Responsibilities
- Collect and verify investment data while ensuring accurate and up to date security information is shared across various operational systems encompassing multiple asset classes including Fixed Income, Equities, and Derivatives.
- Support global investment initiatives through participation in projects, process reviews and/or system improvements.
- Proactively diagnose and manage high risk issues by reviewing and identifying operational improvements to ensure that data is handled and processed accurately and effectively throughout the investment lifecycle.
- Conduct special analyses and/or studies to ensure quality standards are met including data governance and audit requirements.
- Collaborate and partner with internal and external personnel to obtain information to resolve issues.
- Enhance understanding of Principal Global Investors' products, team procedures, and clients' needs.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
