Principal Financial Group · 1 day ago
Client Reporting Analyst
Des Moines, IA
Full-time
Hybrid
Entry Level
$28.32/hr - $44.42/hr
1+ years expPrincipal Financial Group is a purpose-led firm that builds financial tools to help customers achieve financial security. The Client Reporting Analyst will join the Asset Management Operations Reporting team, focusing on creating and checking client reports while collaborating with team members to ensure accuracy and quality in reporting.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency
Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs
Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear
Identify data or content issues during report production and escalate them appropriately to ensure quality and timely resolution
Qualification
Required
Bachelor's Degree or equivalent in Finance, Math, Engineering or Technology
Ability to effectively communicate verbally with team members and write cohesive emails and procedure documentation
High proficiency in Excel, including knowledge of Pivot Tables and Macros
Preferred
Knowledge of Vermilion or other client reporting software
1+ years of business experience in Client Reporting. Asset Management is preferred
An interest/background in coding, such as Python or SQL
Strong data analytical and problem solving skills and the ability to deliver accurate data
Self starting, self motivated, pro-active attitude
Benefits
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.
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
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