Client Reporting Associate

What You'll Do

We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead monthly / quarterly reporting cycles, including production and sample testing scheduling.

You'll partner with global internal teams to deliver a quality and accurate reports to our clients!

Lead the monthly / quarterly production of OCIO (Outsourced Chief Investment Officer) client reports in automated client reporting system(Vermilion).

This includes the creation of check templates for validation, and accuracy of data feeds into Vermilion, selection of account sampling for testing, oversight of the Pune OCIO production team, trouble shooting any issues that occur pre, post production cycle.

• Onboarding of new OCIO clients. Partnering with client facing teams and business teams to understand Onboarding requirements and ensure proper set up and implementation of the client in the reporting system.
• Assist the Associate Director with key project deliverables for multiple projects this could include : redesigning factsheets / client reports, coordinating meetings and facilitating project discussions, partnering with multiple business units and IT to understand business requirements and action into business deliverables for the client reporting team.
• Assist with client reporting and factsheet production as needed.

Who You Are

• Bachelor's Degree or equivalent in Finance, Math, Engineering or Technology.
• 2+ years of business experience in Client Reporting. Asset Management is preferred.
• Strong knowledge of Microsoft Office, PDF and Excel Skills.
• Understanding of database structures, experience with Power BI and writing / editing macros.
• Strong data analytical and problem solving skills and the ability to deliver accurate data.
• Self starting, self motivated, pro-active attitude.
• Effective communications and relationship building, Team Player, Excellent Verbal and Written Communication Skills.

Skills That Will Help You Stand Out

• Knowledge of Vermilion is a plus.
• Experience with Morningstar or Bloomberg data structure.

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program.

Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$71250 - $121200 / year

Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.

Employees don't accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible

Additional Information

Work Environments

This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in Des Moines, IA, Charlotte, NC, Chicago, IL, or New York, NY.

Our Culture

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.

We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Work Authorization / Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.

This includes, but IS NOT LIMITED TO : F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.

These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you.

Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers : with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.

Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.

Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

8 / 20 / 2024

Most Recently Posted Date

8 / 20 / 2024