Investment Operations Analyst

What You'll Do

If you're someone who enjoys detailed financial work, problem-solving and partnering with people across teams, this is an opportunity to build your investment operations experience in a global environment.

As an Investment Operations Analyst, you'll support the lifecycle of investments with an emphasis on collateral management. You'll work with internal teams and external partners, including brokers and custodians, to reconcile information, support margin activity, resolve discrepancies and help keep transactions moving accurately and on time.

This opportunity can be a strong fit for an early-career candidate with a finance-related degree as well as someone who already has exposure to investment or mutual fund operations. Previous investment operations experience is preferred, not required. The hiring leader confirmed that candidates entering the profession with a relevant degree can be considered.

What you'll do

• Independently execute routine and intermediate investment operations transactions while identifying and resolving issues according to established procedures.
• Support collateral management activities involving derivatives, brokers and custodians, including reconciling market and derivative values and supporting margin-related transactions.
• Support incoming and outgoing collateral activity, including applicable wire activity, and facilitate the booking of applicable transactions into accounting systems.
• Establish securities, compliance rules, accounts, and reports that help support trading, reconciliation, settlement, and client reporting processes.
• Investigate and resolve client-data issues, trade and reconciliation breaks, and compliance-related exceptions, escalating more complex matters when appropriate.
• Prepare reporting and maintain controls consistent with established policies and client needs.
• Collaborate with operations staff, legal, relationship management, technology teams, banks, brokers, custodians, portfolio managers, and traders to gather information and resolve issues.
• Continue developing your understanding of investment products, procedures, and client needs through research, learning opportunities and ongoing investment activities.
• Contribute to projects, process reviews and system enhancements supporting global investment initiatives.
• Perform other job-related duties and special projects as needed.

Who You Are

• You have a bachelor's degree, or equivalent, in accounting, finance, economics or business that has prepared you for success in an investment operations environment.
• You bring 0+ years of investment/mutual fund operations or related experience.
• You are highly detail-oriented and understand that accuracy matters.
• You have strong analytical, problem-solving, interpersonal, time-management and communication skills.
• You communicate effectively and collaborate comfortably with different internal and external partners.
• You can prioritize competing responsibilities, work under deadline pressure, and adjust when business needs change.
• You can produce accurate and timely work with limited supervision.
• You bring a client-service mindset to your work.

Experience and knowledge that could help you stand out

• Previous investment or mutual fund operations experience
• Exposure to collateral management or collateral terminology
• Experience with wire activity
• Knowledge of financial-services and investment terminology
• Experience working with Eagle for accounting and Excel for reconciliations or macros

Success in the role

Someone who thrives here will combine precision with adaptability. You'll be comfortable digging into discrepancies, communicating with multiple parties, following established controls, and recognizing when an issue needs to be escalated rather than handled independently.

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)

$26.83 - $33.65 / hour
Salary Details

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 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.

Original Posting Date

10/29/2026

Most Recently Posted Date

10/29/2026

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