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Lead Analyst - Investment Accounting at Principal Global Services

Principal Global Services · Pune, India · Hybrid

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Responsibilities:
  • What Makes This Opportunity Unique

    As a Lead Analyst - Accounting at Principal Financial Group, you will be at the forefront of our financial operations, ensuring precision and outstanding excellence in every task. You'll be part of a world-class team that values ambition and outstanding performance.

    Key Responsibilities

    • Review and process missing investment transactions
    • Monitor and reconcile investment positions
    • Track cash movements and settlements
    • Process corporate actions
    • Process dividend reinvestment transactions
    • Reconcile portfolio holding positions
    • Support month-end and quarter-end close procedures
    • Support audit requirements
    • Assist with regulatory reporting

    Requirements

    • Proven experience in accounting or finance
    • Strong analytical and problem-solving skills
    • Ability to work collaboratively in a team-oriented environment
    • Outstanding attention to detail and accuracy
    • Excellent communication and interpersonal skills
    • Proficiency in accounting software and tools
    • Bachelor's degree in Accounting, Finance, or a related field or equivalent experience

    Why Join Us?

    At Principal Financial Group, we believe in empowering our employees to achieve their full potential. We provide competitive compensation packages, opportunities for professional growth, and an encouraging work environment. Join us and be part of a team that strives for flawless execution and continuous improvement. Your contributions will help us maintain our industry-leading standards and achieve our ambitious goals!

Qualifications:

Graduate/Post Graduate bachelor’s degree in accounting/finance e.g. B.Com/M.Com, MBA Finance, CA/CMA Intermediate

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