Job Description

Shift timings: 10:30 AM to 7:30 PM and 12:30 PM to 10:30 PM

Role Description:

Under general direction, independently perform routine & intermediate recurring procedures, analysis and report preparation to support the lifecycle of investments in a global infrastructure. Identify and resolve problems following established guidelines; raise complex problems or issue to senior team members. Conduct special analyses and/or studies.

Responsible for account reconciliation, reporting, transaction management, portfolio analysis and reporting, compliance, data and/or trade support activities. Support global investment initiatives through participation in projects, process reviews and/or system enhancements.

Reporting relationship:

This position will report to Associate Manager- Operations

Key Responsibilities:

Client Reporting- 50%

Under general direction, independently execute routine & intermediate transactions and resolve problems. Prepare and validate reports and maintain controls in alignment with internal policies                         and clients' needs.

Stakeholder Interaction & Problem solving – 20%

Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information

and resolve problems.

Self-Initiated Research 10%

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. 

Customer Data Analysis 10%

Based on the data available, Person should be able to perform analysis accordingly to key metrics defined and provided by PGI Team. Those analyses would be incorporated in the monthly MI Report. Person is expected to update the analysis, house-keeping of data and populate the data to reports.

Investment activities.

Other Project related activities 10%

Perform other job related duties or special projects as required.

Must have:

Education: Graduate – Bachelor’s degree (any stream) .

Other: Domain knowledge of Life and Health Insurance (Individual & Group Insurance). Domain knowledge of Life and Health Insurance (Individual & Group Insurance)


  • Make sound business decision
  • Good Eye for Detailing
  • Excellent analytical skills
  • Good Written and verbal communication skills
  • Embrace Change
  • Build strong Partnership
  • Get results
  • Act Strategically
  • Lead Cultivate Talent  

 Contact Details

Name:   Jayendra Desai

Email :

Phone:   722-704-3707