Analyst - Client Reporting

Responsibilities

Description

% 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. Follow procedure documents to complete complex manual client reports in excel utilizing complex macros, pivot tables and functions within excel.

60%

Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, brokers, custodians, portfolio managers, and / or traders to obtain information and resolve problems. Understand basic financial concepts and scenarios on when to use data types

25%

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.

10%

Perform Other Job-related Duties Or Special Projects As Required.

5%

Qualifications

Provide prompt, courteous, and excellent service at an acceptable cost to all customers; operate in an ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code of Ethics, employee handbook, applicable compliance and operations policies and procedures, and other policies of the company. Possess a high degree of integrity and actively cooperate and interact with all entities of the Principal Financial Group.

Skills Required

Macros, Power Bi, Advanced Excel, Excel