Image-HasTech

Analyst - Client Reporting

Principal
  • Pune
Salary: 8Lpa

Description

We are currently looking for Analyst - Client Reporting with JLPT N2 level certification in our organization. Interview Drive is planned in Office on Thursday, 17th July hence looking forward to receiving relevant profiles by 15th July 2025. Below are the details for the same- JLPT N2 level certified candidates only. Work exp for 2-5 yrs in finance/ insurance domain. (No Technical students with engineering backgrounds) Work mode: Hybrid (3 days in office) Work location: Pune, Magarpatta Shift timing: 7 am to 4 pm Rotational shift: Yes Night shift: No Candidates from Pune location is preferred. 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. Job Description: 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. 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. 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. Other Project related activities Perform other job-related duties or special projects as required.

Role and Responsibilities

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

Summary

Job Type : Full_Time
Designation : Analyst - Client Reporting
Posted on : 15 July 2025
Department : Operations
Salary : 8Lpa
Qualification : Certified Required
Work experience : 2-5 yrs
Openings : 05
Email : [email protected]
Contact : 09205557988
Website : https://www.principal.com/
Application End : 22 July 2025

Skills:

Recomended Courses: