Sr Operations Analyst
Core
Execute complex administrative functions, report preparation, and analysis while leading Principal Exclusive Separate Account (PESA) initiatives and managing investment data integrity.
Role type
Senior IC operations analyst (investment/mutual funds)
Builds
Operational solutions for investment platforms, PESA initiatives, and new fund network options
Domain
Financial services / Investment management
Required skills
Investment/mutual fund operations, mainframe/database data integrity, impact analysis, regulatory compliance, cross-functional coordination, training delivery, financial product knowledge, analytical problem solving, Microsoft Office proficiency
Preferred skills
FINRA Series 6 or 7 license, MBA, CFA, CIMA, experience with CITs and non-proprietary investment options
Technologies
Mainframe, databases, Word, Excel, PowerPoint
Responsibilities
Lead PESA initiatives from an operational perspective, maintain integrity of investment data, evaluate trading and settlement requirements, provide training on investment platforms, coordinate with external alliances and internal stakeholders, manage complex investment initiatives with limited guidance
Seniority
Senior, hands-on IC