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What You'll Do

Are you looking to grow your career in investment operations? If so, join Principal and an Analyst, Investment Operations!

As an Analyst, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements.

• 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.

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!

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$24.52 - $47.31 / 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

Our team is highly collaborative, inclusive and supportive. We value growing team capabilities through knowledge sharing, learning and development and thoughtful engagement.

Hours

Our team's core operating hours are 7am to 3:30pm CT.

Location

This position will be based out of the Principal HQ location in downtown Des Moines, IA where employees can enjoy benefits such as free parking and access to the Well Center and gym.

Work Environments

Take advantage of the flexibility and enhanced team connectedness of a hybrid work arrangement.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics 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.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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.

Original Posting Date

5/30/2024

Most Recently Posted Date

5/30/2024

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