What You'll Do
Principal Financial Group is looking for a Process Specialist
- Custodian to join our team in Pune, Maharashtra, India. This is an outstanding prospect to work with a global leader in financial services and be part of a team that values innovation and flawless execution
Key Responsibilities
• Understanding of Trade Lifecycle, Trade Settlement, Trade capture, Trade Processing, and Trade Validation.
• Coordinate with custodian’s brokers and other collaborators to resolve trade breaks or discrepancies.
• Monitor trade settlement status and ensure timely processing of trades as per settlement date.
• Interact with both internal and external collaborators to resolve queries.
• Ensure client positions are processed within the agreed timeline.
• Work with custodians and brokers for timely matching and settlement.
• Resolve failed trade queries.
• May engage or lead change initiatives for process improvement/innovation. Qualifications
• Bachelor's degree or equivalent experience.
• 2-4 years of relevant experience in Employee Benefit, and Trust and Custody.
• Proficiency in Microsoft Office, especially Excel.
• Strong analytical skills and attention to detail.
• Ability to work and communicate effectively with business partners and management.
• Experience with SEI T3000 and Blackline preferred/beneficial. Shift Details
• Shift Time: 5.30 PM
- 2.30 AM/ 6.30 PM
- 3.30 AM Why Join Us? At Principal, we are committed to crafting an inclusive and collaborative culture. You will have the opportunity to work with a team of highly skilled professionals who are dedicated to delivering world-class service. We strictly adhere to our values and principles, ensuring that every team member can contribute to our success and develop their career. Join us and be part of a company where your abilities and ambitions can flourish.
📌 Process Specialist (Pune)
🏢 Principal Global Services
📍 Pune
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