Responsibilities

What Makes This Chance 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 career growth

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, d

📌 Associate Manager (Pune)
🏢 Principal Global Services
📍 Pune