Investment Ops Specialist

Actively Reviewing

Principal Financial Group

Pune Full-Time 1–2 yrs exp Posted 3 days ago · Apply by Sep 14, 2026

Job Description

Responsibilities

Under general direction, independently execute routine and intermediate transactions and resolve problems with recordkeeping, accounting, trade platform and/or pricing system.

Develop towards being a subject matter expert.
Build new investments, follow compliance rules, and ensure readiness for trading, reconciliation, settlement, client reporting, and/or pricing 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 clients' needs. Recommend, research, test and/or document system changes.
Interface with internal and external personnel including senior operations staff administration, mutual fund companies, IT, banks, broker dealers, trust companies, custodians, subadvisors, and/or outside vendors to obtain information and resolve problems.
Enhance understanding of Principal Life Insurance Company's proprietary and nonproprietary products, team procedures, and clients' needs through self-initiated research, participation in available training programs and involvement in ongoing investment activities.
Perform other job-related duties or special projects as required.

Qualifications

B.com,M.com,MBA is preffered .
Exceptional written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, negotiation, innovation, analytical and problem solving.
Requires in-depth knowledge of plan and contract documents, manuals, procedures and company products and services.
Must possess an in-depth understanding of accounting and recordkeeping systems and PC applications.
Microsoft Office skills, especially Excel
Ability to work/communicate effectively with business partners/management.