Client Reporting Associate
12 hours ago
We are seeking a highly skilled Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you will be responsible for leading monthly/quarterly reporting cycles, including production and sample testing scheduling. You will partner with global internal teams to deliver high-quality and accurate reports to our clients.
Key Tasks- Lead the monthly/quarterly production of OCIO client reports in automated client reporting systems, ensuring accuracy and timeliness.
- Onboard new OCIO clients, partnering with client-facing teams and business teams to understand onboarding requirements and ensure proper setup and implementation of the client in the reporting system.
- Assist the Associate Director with key project deliverables, including redesigning factsheets/client reports, coordinating meetings, and facilitating project discussions.
- Assist with client reporting and factsheet production as needed.
To be successful in this role, you will need:
- Bachelor's Degree or equivalent in Finance, Math, Engineering, or Technology.
- 2+ years of business experience in Client Reporting, with Asset Management experience preferred.
- Strong knowledge of Microsoft Office, PDF, and Excel skills.
- Understanding of database structures and experience with Power BI and writing/editing macros.
- Strong data analytical and problem-solving skills, with the ability to deliver accurate data.
- Self-starting, self-motivated, and proactive attitude.
- Effective communication and relationship-building skills, with excellent verbal and written communication skills.
- Knowledge of Vermilion is a plus.
- Experience with Morningstar or Bloomberg data structure.
At Principal Financial Group, we value connecting on both a personal and professional level. We are a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for over 140 years.
We offer a comprehensive, competitive benefit package to support our employees' physical, financial, and social well-being. If you are a motivated and detail-oriented individual who is passionate about delivering high-quality results, we encourage you to apply for this exciting opportunity.
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