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Process Specialist - Custodian

PuneFull-time2–4 yrsPosted 2 weeks ago

Mid-level operations role at Principal Global Services in Pune. Needs 2–4 years and a degree.

About the role

What You'll Do Principal Financial Group is looking for a Process Specialist - Custodian to join our team in Pune, Maharashtra, India.

What you'll do

  • 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

What you need

  • Excel
  • MS Office
  • Process improvement

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