Principal Off Campus Recruitment 2021

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Company Name : Principal Financial Services, Inc.


Job Position : Trainee – Process Specialist

Job Location : Pune, MH, India

Salary Package : As per Company Standards

Position Type : Regular Full-Time

Job Category : Investments

Job Requisition ID : 2021-31763

Eligibility Criteria

Education : At least 15 years of formal education preferably in Finance / Commerce

Experience : Minimum of 0-2 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
Hands on documentation, making SOP and Willingness to work in multiple shifts.

Skills Required

  • Strong attention to detail
  • Excellent communication skills
  • Able to read and interpret request, apply correct rules, accurately process data inputs
  • Able to consistently do repetitive work
  • Consistently able to meet timing requirements and maintain SLA
  • Consistently produce work with high degree of accuracy
  • Good comprehension skills, analytical skills, good typing skills, detail-oriented, multitasking, ability to prioritize, time management skills, 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.
  • Must demonstrate possession of analytical, problem solving, interpersonal, time management and communication skills.
  • Must be detailed oriented. Success in this position requires a client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely information.
  • Must be able to handle multiple tasks, prioritize effectively and be flexible as business needs change.

Job Description

  • Provide prompt, courteous and excellent service at an acceptable cost to all customers, operate in an ethical manner in accordance with company and regulatory requirements, 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


  • Under general direction, independently perform routine & intermediate recurring procedures, analysis and report preparation to support the lifecycle of investments in a global infrastructure.
  • Identify and resolve problems following established guidelines; raise complex problems or issue to senior team members. Conduct special analyses and/or studies. Responsible for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities.
  • Support global investment initiatives through participation in projects, process reviews and/or system enhancements.

Essential Functions

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.

% of Time Spent: 60

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.

% of Time Spent: 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 ongoing investment activities.

% of Time Spent: 10

Other Project-related activities: Perform other job-related duties or special projects as required.

% of Time Spent: 5

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