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Principal Financial Group

Offers retirement planning, life insurance, investments

Process Specialist - Custodian

Finance & BankingPosted on Nov 9
Full-timePune, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • Two to four years of relevant experience demonstrating strong Employee Benefit, Trust, and Custody knowledge is required.
  • Knowledge of derivative products and their lifecycle is required.
  • Detailed knowledge of trade lifecycle, trade settlement, trade capture, trade processing, and trade validation is required.
  • Knowledge of different SWIFT messaging is required.
  • Microsoft Office skills, especially Excel, are required.
  • Strong analytical skills and attention to detail are required.
  • Ability to work and communicate effectively with business partners and management is required.

Responsibilities

  • Interact with internal and external stakeholders to discuss payment queries.
  • Ensure timely position movements and dividend distribution.
  • Work with custodians and brokers to ensure timely matching and settlement.
  • Engage in or lead change initiatives for process improvement or innovation.

About the Company

Principal Financial Group

Offers retirement planning, life insurance, investments

Principal Financial Group provides a wide range of financial services, including retirement plans, life insurance, and investment opportunities for individuals, businesses, and institutional investors. Its products work by collecting premiums or fees and managing investments to help clients save for retirement, protect loved ones, and grow wealth over the long term. The company differentiates itself through its breadth of offerings, customized financial solutions, and flexible retirement and investment options designed to fit different needs. Its goal is to give clients financial stability and growth potential by offering planning tools, insurance protection, and investment opportunities across various markets.

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

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