Sr. Analyst - Client Reporting

Principal Global Services

15 - 20 years

5 - 9 Lacs

pune

Posted:4 days ago| Platform:

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Skills Required

project management data analysis team management asset management power bi problem solving accounting analysis client reporting reconciliation sql excel operations team leading advanced excel writing finance reporting communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

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
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 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 companys 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
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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