Sr. Analyst

1 week ago

Pune, Maharashtra, India Principal Global Services Full time

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 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.

  • 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.

  • Sr. Analyst

    7 days ago

    Pune, Maharashtra, India Cummins Talent Acquisition Full time

    Job SummaryThe Sr. Analyst – Cummins CARE Operations provides advanced support to customers including end-users, distributors, and dealers seeking information across multiple communication channels with minimum supervision. The role is responsible for resolving non-routine inquiries, ensuring high-quality service delivery, and contributing to service...

  • Analyst / Sr Analyst -FPA

    5 days ago

    Pune, Maharashtra, India Flexability Hr Solutions Full time

    Financial Planning & Analysis Analyst_PuneWe are hiring for India's top leading company.Shift Timings: 12 to 9pm - UK Shift and - Pick & DropClosing Shift extended UK Shift 4PM tp 1 AM  - This can be WFHRole Title: FPA Analyst / Sr FPA AnalystExperience: 2 to 8 yrsLocation: PuneJob Description:The Financial Planning & Analysis Analyst will be responsible...

  • Sr. Analyst

    3 days ago

    Pune, Maharashtra, India Cummins Talent Acquisition Full time

    Job SummaryThe Sr. Analyst – Cummins CARE Operations coordinates documentation, gathers, inputs, and analyzes data related to administrative and operational support activities for the Cummins CARE team. The role involves managing customer inquiries, supporting process improvements, and ensuring smooth service delivery. The incumbent completes work with a...

  • Sr. IT Business Analyst

    1 week ago

    Pune, Maharashtra, India GoAsia Talent Full time

    Sr. IT Business Analyst ( ​​​​​​​SAP Logistics)Our site in Pune, India is seeking a Sr. IT Business Analyst to join our team.  As the Sr. IT Business Analyst, you will  provide hands-on expertise in SAP Logistics (SAP-LO) function.What You'll Do:Work with Business Process Leads to identify the requirements and apply Business Analysis...

  • Sr. Analyst

    2 weeks ago

    Pune, Maharashtra, India Johnson & Johnson MedTech Full time US$ 1,20,000 - US$ 1,80,000 per year

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to...

  • Sr. Analyst

    2 weeks ago

    Pune, Maharashtra, India Johnson & Johnson Innovative Medicine Full time US$ 5,00,000 - US$ 10,00,000 per year

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to...

  • Sr. Analyst

    5 days ago

    Pune, Maharashtra, India Cummins Full time

    DESCRIPTIONJob SummaryThe Sr. Analyst – Cummins CARE Operations provides advanced support to customers including end-users, distributors, and dealers seeking information across multiple communication channels with minimum supervision. The role is responsible for resolving non-routine inquiries, ensuring high-quality service delivery, and contributing to...

  • Sr. IT Data Analyst

    2 weeks ago

    Pune, Maharashtra, India Persistent Systems Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    About Position:We are currently seeking a Sr IT Data Analystto perform data analysis for a data warehouse/operational data store, data marts, and other data stores in support of the business. The new hire will define and maintain business intelligence/data warehouse methodologies, standards, and industry's best practices.Role: Sr. IT Data AnalystLocation:...

  • Sr. IT Compliance Analyst

    2 weeks ago

    Pune, Maharashtra, India Compucom Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    The Sr. IT Compliance Analyst will assist with technical expertise related to risk management and compliance with information-security related requirements. This position will define and implement approved information security policies and procedures. The Sr. IT Compliance Analyst position relies on extensive experience and judgment to plan and accomplish...

  • Sr. Analyst

    1 day ago

    Pune, Maharashtra, India Kohler Co. Full time

    About UsAt Kohler, our mission is to help people live gracious, healthy, and sustainable lives. We believe that empowering our associates is essential to making this vision a reality. That's why we invest in personal and professional growth, encourage collaboration across teams and functions, and offer a comprehensive wellness package that supports the...