Financial Analyst, PSG Operations in India at Jobgether

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.

• 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.

• 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.

• 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.