Principal Global Services Off Campus Drive 2021 | Trainee | B.Com/BBA/M.Com/MBA
About Principal Global Services:
Principal Global Services is a Global In-house Center, dedicated to supporting Principal Financial Group achieve our common purpose of empowering and enabling our customers across the globe by protecting and advancing their financial well-being through retirement, insurance and asset management solutions. Since our inception in 2006, our continued focus has been to take our services to the next level of providing solutions, which has been further reinforced with stimulating results and a clear strategic direction. Over the last decade, we have assimilated the right mix of talent and competencies to build a center of excellence that delivers quality, innovation and strategic value. We offer right over best opportunities for a holistic growth, because we believe that engagement is directly proportional to the right opportunities, fostered by cultural pillars of empowerment and enablement
Principal Global Services Recruitment details:
Company Profile | Principal Global Services |
Job position | Trainee |
Job location | Pune |
Qualification | B.Com/BBA/M.Com/MBA |
Experience | 0-2 years |
Salary | As per company standards |
Job description :
- 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.
- 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
- 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.
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