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Principal Financial Group

Provides life, retirement, and investment solutions

Operations Analyst

Operations & LogisticsConfirmed live in the last 24 hours
Full-timeSantiago, Santiago Metropolitan Region, Chile

About the Job

Requirements

  • Have a professional qualification in Accounting, Administration, Commercial Engineering, or a related career.
  • Have experience with Excel, agile methodologies, automation tools, Python, Power Automate, and Power BI.

Responsibilities

  • Support client onboarding management and operational continuity across the company’s business flows.
  • Analyze and coordinate activities that determine the estimated unit value of domestic and foreign funds.
  • Coordinate capital events and information for fund committees.
  • Support agents with requests from the Internal Commercial team and client areas.
  • Record domestic and international fund dividends.
  • Execute processes to respond to regulatory and related-area requirements and commercial agreements.
  • Generate regulatory information for clients, including account statements and tax information, as well as information for regulators.
  • Support continuous process improvement by adjusting and automating existing processes.

Desired Qualifications

  • Intermediate English proficiency is desirable.

About the Company

Principal Financial Group

Provides life, retirement, and investment solutions

Principal Financial Group provides a wide range of financial services for individuals, businesses, and institutions. It offers life insurance, retirement plans, annuities, and investment solutions to help clients grow assets and plan for the future. For individuals, products such as life insurance policies (e.g., Principal Executive VUL III and Principal IUL Accumulation II) and variable annuities deliver tax-advantaged growth, flexible investments, and guaranteed income options. For businesses, it offers protection and succession planning, income protection, key employee retention, and disability insurance to safeguard operations and maintain continuity. The company earns from policy premiums, fees for managing retirement plans and annuities, and investment commissions, as well as growth in assets under management. Its goal is to help people and organizations achieve financial security and steady growth by providing tailored products and advisory services.

Company size
10,001+
Company stage
IPO
Headquarters
Des Moines, IA
Founded
1879

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