Jay Sawant

|Team lead in Investment Banking and Operations| PRINCIPAL GLOBAL INVESTORS| Asset Management

Role: Lead Analyst at Principal Asset Management
Location: Pune, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jay Sawant

As Lead Analyst – Client & Performance Reporting, I manage theend-to-end reporting lifecycle, ensuring timely, accurate, andinsightful performance reports tailored to client needs. I specializein validating complex datasets, identifying discrepancies, andenhancing reporting quality through automation and processoptimization. By collaborating with cross-functional teams, Ideliver actionable insights that support strategic decision-making,improve client satisfaction, and maintain compliance with internaland regulatory standards.

Experience

Lead Analyst
Principal Asset Management
Nov 2022 — Present
Currently working with the Fact set team to setup the reportsunder the VRS automation and Successfully transitioned theOutsourced Chief Investment Officer Reporting processesfrom Wells Fargo to PGS and currently managing bothfunctions.

Contact information

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•••••@principalam.com
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Current company

Principal Asset Management

Investment Management · 2.4K employees · Des Moines, Iowa, United States

We look at investing through a different lens. Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at Principal Asset Management have applied local insights and global perspectives to optimize results. Operating from more than 30 offices in global financial markets spanning Asia, Europe, Latin America, the Middle East, and the United States, we serve clients in more than 80 markets worldwide. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what's next. Follow us to tap into insights and updates on how your world connects with investments, capital markets, and economic events. Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Principal®, Principal Financial Group®, Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc. To obtain a prospectus, download online or call Customer Service at 18•••••••52. https://connect.rightprospectus.com/Principal?site=MF&_gl=1*m2jzj1*_gcl_au*MTA3MzEwMDkwNy4xNzQ2NTU5ODMw Investing involves risk, including possible loss of principal. Principal Funds are distributed by Principal Funds Distributor, Inc

principalam.com

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