Operations Analyst - External Custody, Trade Settlement

About the role

The External Custody Trade Settlement team is looking to fill an Operations Analyst opening. This team provides support for the Trust 3000 banking firm Principal Financial Group. The team is responsible for the timely matching of domestic and global trades to ensure settlement across multiple depositories and for the settlement of TBA Pair-Off Trades. The role requires a self‑motivated, goal‑oriented individual who can manage multiple tasks in a time‑sensitive delivery schedule.

Responsibilities

• Daily processing of domestic and global trade settlement, as well as TBA pair‑off settlement
• Basic processing and/or service activities specific to team functions
• Primary focus on day‑to‑day operational execution
• Respond to client inquiries in a timely, accurate and professional manner
• Maintain the highest level of confidentiality, quality and privacy
• Review, analyze, and enter client information and transactions into multiple systems
• Interact effectively with multiple operational teams
• Manage a time‑sensitive delivery schedule
• Heavy interaction with clients and teammates via phone, email and in person in a professional and accurate manner
• Regular and reliable attendance in accordance with position, business and/or client needs
• Other duties as assigned

Requirements

• Undergraduate degree and/or equivalent work experience required
• Preference for a background in Accounting, Finance or a Business‑related field
• Knowledge of Microsoft Office products including Word, Excel, Access and Outlook
• Must not require sponsorship for employment now or in the future

Skills

• Demonstrate effective communication skills and set clear expectations to clients, service partners and internal teams (written and verbal)
• Effectively coordinate, manage and complete multiple duties and assignments concurrently within acceptable timelines
• Provide excellent customer service, responding timely and professionally to client inquiries and handling problems
• Able and willing to work effectively independently and as part of a team in an open‑floor environment
• Detail‑oriented
• Self‑starter with the ability to multi‑task
• Embody SEI Values of courage, integrity, collaboration, inclusion, connection and fun

Benefits

• Comprehensive care for physical and mental well‑being
• Strong retirement plan
• Tuition reimbursement
• Support for working parents
• Flexible Paid Time Off (PTO)
• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
• Life and disability insurance (premiums paid for base coverage)
• 401(k) match
• Education assistance
• Commuter benefits
• Up to 11 paid holidays per year
• 16 days PTO per year (pro‑rated for new hires, increasing over time)
• Paid parental leave
• Back‑up childcare arrangements
• Paid volunteer days
• Discounted stock purchase plan
• Investment options
• Access to thriving employee networks