Financial Analyst, PSG Operations

Accountabilities:

• • Support the timely and accurate processing of participant distributions and loan-related transactions.
  • Research, investigate, and resolve outstanding issues associated with distribution processing.
  • Coordinate with trust companies, recordkeepers, and internal departments to ensure participant checks are processed and mailed within required timelines.
  • Identify trust excesses and ensure they are appropriately invested or resolved in a timely manner.
  • Review transaction forms and communicate with clients regarding incomplete, inaccurate, or otherwise non-compliant submissions, following up as necessary to obtain the required information.
  • Identify escalated issues, risks, and concerns and refer them to the appropriate leadership team for resolution.
  • Provide a consistently high level of customer service while coordinating with internal and external business partners.
  • Document procedures, workflows, and process knowledge clearly to support consistent and efficient operations.
  • Manage assigned daily activities effectively while maintaining accuracy and meeting established priorities and deadlines.
  • Protect, secure, and properly handle confidential participant, client, and business information, preventing unauthorized access, transmission, or disclosure.
  • Continuously develop knowledge and skills through available training and self-directed learning, particularly in areas that impact the wider operations function.
  • Demonstrate professionalism, integrity, quality, and respect in all interactions with colleagues, clients, and business partners.

  Requirements:

  • 2–6 years of office administration, financial operations, or related professional experience is preferred.
  • Previous experience in the US retirement services or 401(k) industry is an advantage.
  • MBA qualification is preferred, ideally with a Finance specialization or background.
  • Basic understanding of financial services, with an interest in developing knowledge of retirement plan administration and related operational processes.
  • Strong verbal and written communication skills, with the ability to communicate clearly and professionally with clients and internal stakeholders.
  • Strong attention to detail and accuracy when handling financial transactions and confidential information.
  • Good analytical and problem-solving abilities, with the ability to research issues and identify appropriate resolutions using established procedures and resources.
  • Ability to document procedures and workflows in a clear, structured, and easy-to-understand manner.
  • Strong time-management and organizational skills, with the ability to manage assigned workloads and work effectively within established schedules and priorities.
  • Ability to work independently while also contributing effectively to a collaborative team environment.
  • Proactive, adaptable, and willing to learn unfamiliar topics and processes that affect the broader department.
  • Basic Microsoft Office knowledge, with a preference for strong working knowledge of Microsoft Excel.
  • Ability to adapt quickly to changing assignments, priorities, and operational requirements.
  • Flexibility to work day or night shifts depending on business requirements.
  • For remote work arrangements, ability to maintain an uninterrupted, distraction-free workspace and appropriate family-care arrangements during working hours.
  • Reliable internet connection of at least 25 Mbps for individual use; a stronger connection may be required when multiple people share the same connection.

  Benefits:

  • Full-time position based in Hyderabad, India.
  • Opportunity to build expertise in financial services and US retirement plan administration.
  • Exposure to loan and distribution processing, participant transactions, and operational workflows.
  • Collaborative environment with opportunities to work with internal teams, clients, trust companies, and recordkeepers.
  • Access to training and ongoing learning opportunities to broaden professional and technical skills.
  • Opportunity to develop financial analysis, customer service, problem-solving, and operations expertise.
  • Environment focused on quality, integrity, respect, continuous learning, and teamwork.
  • Opportunity to grow within a structured financial operations environment.