Responsibilities

What Makes This Opportunity Unique

At Principal Financial Group, we pride ourselves on delivering world-class financial solutions and services. As an Assistant Manager - Client Reporting, you will play a pivotal role in ensuring flawless execution of client reporting and portfolio performance analysis. You will lead a motivated team, direct operations, and have the opportunity to collaborate with top-tier professionals both within our organization and externally. This is a chance to showcase your proven leadership skills and contribute to our ambitious goals while improving your own growth opportunities

Responsibilities

Manage daily Client Reporting and Portfolio Performance Reporting to ensure accurate, complete, and timely outputs throughout daily/weekly/monthly/quarterly cycles.
Direct and mentor a team; set clear objectives, delegate effectively, remove roadblocks, and act as the point of contact for critical issues to ensure timely delivery.
Partner with Principal Global Investors (PGI) Shared Services, boutique teams,



and external collaborators to align requirements, resolve issues, and improve reporting quality.
Apply strong controls and standard operating procedures to meet regulatory and operational expectations; track metrics and drive continuous improvement.
Understand front-to-back data flows; work alongside Information Technology (IT) to resolve data issues and stabilize/report through structured huddles and check-ins.

Key Responsibilities

Client and performance reporting activities (35%)
Plan and coordinate daily/weekly/monthly/quarterly reporting production; ensure accuracy, completeness, and timely delivery according to Service Level Agreements (SLAs).
Maintain control evidence, exception logs, and approvals; ensure consistent templates and disclosures.
People leadership and development (30%)
Mentor, develop, and motivate team members; provide timely feedback and objective performance evaluations.
Define roles, delegate work with meas

📌 Assistant Manager Operations (Pune)
🏢 Principal Financial Group
📍 Pune