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Investment Operations Analyst

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The Judge Group

2021-12-03 08:58:20

Job location Chicago, Illinois, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Candidates with a retirement background would be preferred. Possibility to convert to direct hire.


Operational role

  • Record keeping functions, skills in excel, checking, focus on quality and efficiency Plan to train on focused tasks
  • will be following a defined set of procedures and have mentors to assist/train.
  • Work will come in from Salesforce with details of what needs to be done, and those tools will be used to communicate with others in the business to complete tasks.


Qualifications:

  • Bachelor's degree or equivalent experience required. Degree in accounting, finance, economics or business preferred. Knowledge of, or ability to obtain knowledge of, financial services and investment related terminology preferred. Must demonstrate possession of analytical, problem solving, interpersonal, time management and communication skills. Must be detailed oriented. Basic PC and/or system skills required.
  • Strong knowledge of excel is preferred (VLOOKUP, Pivot Tables, etc.). For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.


Responsibilities:

  • Under supervision, perform routine procedures, analysis, controls monitoring and report preparation to support the department and other internal service areas by answering questions regarding proprietary and non-proprietary investments.
  • Responsible for investment administration, account reconciliation, reporting, transaction management, and financial corrections and other record keeping activity. Support investment initiatives through participation in projects, process reviews and/or system enhancements

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