Financial Analyst, PSG Operations

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Analyst, PSG Operations based in India.

This role supports the accurate and timely processing of financial transactions within a retirement services operations environment. You’ll play an important part in managing distributions and loan-related activities while helping resolve issues that can affect participants and clients. The position combines financial operations, customer service, problem-solving, and detailed transaction processing. You’ll collaborate with trust companies, recordkeepers, internal teams, and clients to ensure transactions are completed efficiently and accurately. The role offers the opportunity to develop a strong understanding of retirement plan administration and broader financial services operations. Success requires attention to detail, adaptability, ownership, and a commitment to protecting sensitive information. You’ll work in a team-oriented environment where quality, integrity, continuous learning, and dependable service are highly valued.

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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.

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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