Responsibilities:

The Associate Manager role will be responsible for managing the day-to-day activities of an investment operations/ cash reconciliation/Financial accounting team/Fiduciary & Regulatory. Incumbent will assist in the implementation and ongoing management of operations strategies, policies, and procedures across Principal's product structure. Incumbent must effectively communicate and partner with PGS stakeholders as well as members from external organizations.

Key Responsibilities:

- Develop, coach and motivate staff in an environment that embraces change, fosters focus, teamwork, efficiency, timeliness and results that are measured and recognized. Instill a sense of energy, ownership and personal commitment to work and the business. Make accurate and objective evaluations of people's performance and potential. Motivate others through tailoring opportunities, rewards, recognition, and compensation to the individual. Provide honest, timely, helpful coaching and feedback to others on their performance. Help others develop a global mindset when looking at opportunities and issues.
- Provide leadership and direction over an investment operations team within PGI. Delegate assignments, providing clear expectations and measurable objectives. Seek additional resources to complete tasks when needed. Remove barriers in order to move forward to get efforts back on track. Hold self and others accountable for following through on commitments. Act as escalation point for team members.
- Build strong partnerships with others. Build relationships across the organization to create a foundation for future influence. Share information openly and directly with others. Effectively manage conflict in a timely manner.
- Contribute to strategic planning activities and initiatives. Effectively communicate ideas to improve processes or procedures and provide feedback on resource requirements and allocation. Stay abreast of,



share and apply key external information to effectively manage implications/threats to the business. See the big picture by demonstrating the ability to see overall trends, themes, global impact, etc. Integrate and balance big picture concerns with day-to-day activities. Effectively prioritize including finding low impact work. Translate HLI's into action that meets current and long-term needs. Actively support and move forward the leadership framework through appropriate use of metrics, huddles and check-ins.
- Make sound business decisions by collecting sufficient information to understand problems and get to root cause for resolution. Analyze from different points of view and incorporate diverse perspectives. Anticipate and address symptoms that indicate problems.
- Perform other job-related duties as requested

Qualifications:

Bachelor's degree or 15 years education in Commerce/Finance

Experience:

Minimum of 10-12 years in experience in Custodian/investment/reconciliation/ Financial accounting or Good working knowledge of investment products and services, securities processing and information technology required. Excellent human relations, communication, decision making, analytical, organization, and project management skills required

Additional Information:

Skill set:

Strong attention to detail, consistently able to meet timing requirements and maintain SLA, stakeholder management, Excellent people management skills, Good comprehension skills, analytical skills,detail-oriented, multitasking, ability to prioritize, time management skills,

Must demonstrate possession of analytical, problem solving, interpersonal, time management and communication skills.

identification/ escalation of risks and issues whenever required as observations from above.

Competencies:

- Make sound business decision
- Embrace Change
- Build robust Partnership
- Get results
- Act Strategically
- Lead Cultivate Talent

📌 Associate Manager - Custodian - Custody Cash & Trade Settlement (India)
🏢 Principal Global Services
📍 India