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Sr. Analyst - Client Reporting
JOB_REQUIREMENTS
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Employment Type
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Company Location
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Salary
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Responsibilities:
% Of Time Spent
Reporting
Under general direction, independently execute routine & intermediate transactions and resolve problems. Prepare and validate reports and maintain controls in alignment with internal policies and clients' needs.
55%
Stakeholder Interaction & Problem solving
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 and resolve problems.
25%
Self-Initiated Research
Enhance understanding of Principal Global Investors' products, team procedures, and clients' needs through self-initiated research, participation in available training programs and involvement in on-going investment activities.
15%
Other Project related activities
5%
At least 15 years of formal education preferably in Finance/Commerce.
Minimum of 3.5-5 years’ Account/Finance/Reporting experience in the domain of Mutual Funds/Asset Management, Banking, or any other financial services organization. Excellent knowledge of Excel/Advanced Excel is essential.
- Able to perform data analysis using “What If Analysis Function” should be able to understand/manipulate/present data, trends using basic statistical formulae
Hands on documentation, making SOP and willingness to work in multiple shifts.
- Good comprehension skills, analytical skills, good typing skills, detail-oriented, multitasking, ability to prioritize, good written & verbal communication skills, experience in navigating the internet. Ability to work on different applications.
- Knowledge of, or ability to obtain knowledge of, financial services and investment related terminology.
- Consistently able to meet timing requirements and maintain SLA and produce work with high degree of accuracy.
- Strong attention to detail to demonstrate possession of problem solving and interpersonal skills.
- Able to read and interpret request, apply correct rules, and accurately process data inputs.
- Success in this position requires a client service orientation, the ability to work under pressure in a deadline driven, team-based environment. Must be able to prioritize effectively and be flexible as business needs change.
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