Client Reporting Analyst job at Principal Financial Group in Des Moines, IA, Chicago, IL, Charlotte, NC
Client Reporting Analyst
Locations: Des Moines, Iowa; Chicago, Illinois; Charlotte, North Carolina
49953
Other
Regular Full-Time
Des Moines, Iowa; Chicago, Illinois; Charlotte, North Carolina
No
H839000-Client Reporting
What You'll Do
We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.
This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team.
Key Responsibilities:
Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency.
Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs.
Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear.
Identify data or content issues during report production and escalate them appropriately to ensure quality and timely resolution.
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!
Who You Are
Bachelor's Degree or equivalent in Finance, Math, Engineering or Technology
Ability to effectively communicate verbally with team members and write cohesive emails and procedure documentation
High proficiency in Excel, including knowledge of Pivot Tables and Macros
Skills That Will Help You Stand Out
Knowledge of Vermilion or other client reporting software
1+ years of business experience in Client Reporting. Asset Management is preferred
An interest/background in coding, such as Python or SQL
Strong data analytical and problem solving skills and the ability to deliver accurate data
Self starting, self motivated, pro-active attitude
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)
$28.32 - $44.42 / hourSalary Details
The following locations are examples of market-specific salary ranges across different geographies.
Des Moines, IA: $58,900 - $79,800 / year
Charlotte, NC: $62,000 - $84,000 / year
Chicago, IL: $68,200 - $92,400 / year
Time Off Program
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
No
Work Environments & Location
This role is hiring in Des Moines, IA, Chicago, IL or Charlotte, NC and offers in-office and hybrid (blending at least three office days in a typical workweek) work arrangements.
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.
Apply Now
Apply Now
Locations: Des Moines, Iowa; Chicago, Illinois; Charlotte, North Carolina
49953
Other
Regular Full-Time
Des Moines, Iowa; Chicago, Illinois; Charlotte, North Carolina
No
H839000-Client Reporting
What You'll Do
We’re looking for a Client Reporting Analyst to join our Principal Asset Management Operations Reporting team. In this role, you’ll be mentored by senior team members to learn the intricacies of the Client Reporting team.
This role is perfect for someone who thrives in a data-driven environment and is eager to learn and grow within an encouraging and diverse team.
Key Responsibilities:
Learn how to use the Vermilion Reporting Suite to create and check Level 1 client reports and factsheets, working with the Pune team to ensure accuracy and consistency.
Follow a daily task list, completing assigned work and documenting time and task completion, while remaining flexible to support team needs.
Follow existing procedures to produce reports and factsheets, and help update or improve documentation when something can be unclear.
Identify data or content issues during report production and escalate them appropriately to ensure quality and timely resolution.
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!
Who You Are
Bachelor's Degree or equivalent in Finance, Math, Engineering or Technology
Ability to effectively communicate verbally with team members and write cohesive emails and procedure documentation
High proficiency in Excel, including knowledge of Pivot Tables and Macros
Skills That Will Help You Stand Out
Knowledge of Vermilion or other client reporting software
1+ years of business experience in Client Reporting. Asset Management is preferred
An interest/background in coding, such as Python or SQL
Strong data analytical and problem solving skills and the ability to deliver accurate data
Self starting, self motivated, pro-active attitude
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)
$28.32 - $44.42 / hourSalary Details
The following locations are examples of market-specific salary ranges across different geographies.
Des Moines, IA: $58,900 - $79,800 / year
Charlotte, NC: $62,000 - $84,000 / year
Chicago, IL: $68,200 - $92,400 / year
Time Off Program
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
No
Work Environments & Location
This role is hiring in Des Moines, IA, Chicago, IL or Charlotte, NC and offers in-office and hybrid (blending at least three office days in a typical workweek) work arrangements.
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.
Apply Now
Apply Now