Process Specialist - Custodian
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Before you apply
LocationPune, India
Typefull-time
SeniorityMid
Experience2–4 yrs
DepartmentCustomer Service
Company size10,000+ people
First seenOct 30, 2026 · 6d ago
Verified live2d ago
At a glanceSummarised by Seekless from the posting.
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
Skills
Microsoft Office
Excel
SEI T3000
Blackline
What You’ll Do
About the role
Principal Financial Group is looking for a Process Specialist - Custodian to join our team in Pune, Maharashtra, India. This is an outstanding opportunity to work with a global leader in financial services and be part of a team that values innovation and flawless execution!
Key Responsibilities
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Understanding of Trade Lifecycle, Trade Settlement, Trade capture, Trade Processing, and Trade Validation.
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Coordinate with custodian’s brokers and other collaborators to resolve trade breaks or discrepancies.
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Monitor trade settlement status and ensure timely processing of trades as per settlement date.
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Interact with both internal and external collaborators to resolve queries.
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Ensure client positions are processed within the agreed timeline.
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Work with custodians and brokers for timely matching and settlement.
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Resolve failed trade queries.
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May engage or lead change initiatives for process improvement/innovation.
Qualifications
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Bachelor’s degree or equivalent experience.
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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
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Shift Time: 5.30 PM - 2.30 AM/ 6.30 PM - 3.30 AM
Benefits
Why Join Us?
About the company
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.