At Principal, we invest in what matters. And building dedicated teams is where it all begins. We're drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.
When we invest in you, and you invest in us, great things happen.
We have an exciting internship opportunity within Investment Operations – Transformation Analyst team, to support the Transformation Analyst in driving process improvement initiatives, automation opportunities, and system migration activities, particularly related to ePAM and other transformation workstreams within TOM Fund Accounting.
What You'll Do
- Assist the Transformation Analyst in implementing process improvement initiatives across Fund Accounting operations.
- Identify and document manual processes that can be enhanced or automated.
- Support ePAM migration activities, including data preparation, testing, tracking issues, and documentation.
- Liaise with other units and stakeholders within the department to resolve issues related to ePAM migration and other transformation projects.
- Assist in project coordination tasks, including updates from weekly calls, action tracking, and follow-ups on migration workstreams.
- Provide support for ad-hoc tasks related to TOM Fund Accounting transformation initiatives as required.
Who You Are
- Currently pursuing or recently completed a Bachelor's degree in Accounting, Finance, Business, Information Systems, Data Analytics, or a related field.
- Basic working knowledge or hands-on experience with Microsoft Power Automate and/or Power BI.
- Strong analytical and problem-solving skills.
- Good communication skills with the ability to liaise with multiple stakeholders.
- Detail-oriented with good documentation skills.
- Proficient in Microsoft Excel, PowerPoint, and Word.
- Ability to multitask and work in a project-based and fast-paced environment.
- Knowledge of process automation, digital transformation, or system implementation is an advantage.
- Able to complete a minimum of 6 months internship.
Who We Are
Principal Financial Group is a Fortune 500 global leader in financial services focused on insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.
