Investment Operations Specialist at Principal Financial Group

| Des Moines, IA
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As an Investment Operations Specialist on our Global Client Operations Team, you'll independently perform procedures, analysis and report preparation to support the lifecycle of investments in a global infrastructure. You'll identify and resolve problems following established guidelines; raise complex problems or issue to senior team members; conduct special analyses and/or studies as well as handle data activities including fund reporting, portfolio validation and analysis, compliance adherence to regulatory guidelines. Support global investment initiatives through participation in projects, process reviews and/or system enhancements.

Here are additional examples of the types of this you'll do:
  • Under general direction, independently execute routine & intermediate reports and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches. Prepare reports and maintain controls in alignment with internal policies and clients' needs.
  • Interface with internal and external personnel including senior operations staff, marketing, sales, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information and resolve problems.
  • Enhance understanding of Principal Global Investors' products, team procedures, and clients' needs through self-initiated research, participation in available training programs and involvement in on-going investment activities.

This position is also a phenomenal way to advance your career! As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.

Apply today!


We are looking for someone with:
  • Bachelor's degree, or equivalent, in accounting, finance, economics or business required, plus a minimum of 1+ years' work experience in investment/mutual fund operations or related field preferred
  • Knowledge of financial services and investment related terminology preferred

Successful candidate will have the following:
  • Good analytical, problem solving, interpersonal, time management and communication skills required
  • Detailed oriented
  • Client service orientation, the ability to work under pressure in a deadline driven, team-based environment and the ability to produce accurate and timely information with limited supervision
  • Able to handle multiple tasks, prioritize effectively and be flexible as business needs change

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Minimum Salary

USD $41,650.00/Yr.

Maximum Salary

USD $80,400.00/Yr.

Additional Information

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. and

Investment Code of Ethics

For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

More Information on Principal Financial Group
Principal Financial Group operates in the Fintech industry. The company is located in Des Moines, IA. Principal Financial Group was founded in 1879. It has 18000 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 79 open jobs at Principal Financial Group, click here.
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