Job details

Equity Analyst

What You'll Do:We are looking for an Equity Analyst to join Principal Edge In this role, you’ll develop an understanding of our investment philosophy and process to support fundamental, bottom-up research and recommend investments for inclusion in its equity portfolios.• Work independently to find quality companies within your sector• Perform financial analysis and make projections to support your investment recommendations• Work with Edge’s Director of Research and Portfolio Managers to make long-term investment recommendations for multiple portfolios• Maintain research coverage of existing investments within the assigned sector coverage• Proactively research, compile, and analyze information to aid Portfolio Managers in making informed investment decisions.Who You Are:• Bachelor's degree, with either an emphasis in finance, economics, accounting, or engineering, or strong operational experience in a company outside of the investment management field and a deep understanding of the both the business and the industry in which it operates• 3+ years of related experience with strong analytical, financial, and economic skills• Experience with equity research or portfolio managementSkills That Will Help You Stand Out:• MBA or CFA designation, or progress towards• Strong Excel, Bloomberg, database, and Internet research skills• A high level of self-initiative, intellectual curiosity, and comfort taking informed risks• The ability to independently prioritize your day-to-day work and strong time-management skills• Collaborative• Superior verbal and written communication skills• Effectively summarize research and use it to support and communicate persuasive recommendationsSalary Range Information:Salary Range: $137,000 - $185,000 / year. Non-sales positions have the opportunity to participate in a bonus program. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Location(s):Locations include New York, Seattle, Chicago, or Des Moines.Work Environments:This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements.Work Authorization/Sponsorship:At this time, we're not considering applicants that need any type of immigration sponsorship to work in the United States.Investment Code of Ethics:For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities.Principal is an Equal Opportunity Employer:All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.#J-18808-Ljbffr

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CEO of Principal Financial Group

Daniel J. Houston

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Average salary estimate

$161000 / YEARLY (est.)

min

max

$137000K

$185000K

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What You Should Know About Equity Analyst, Principal Financial Group

Join Principal Edge as an Equity Analyst in Seattle, WA, where your analytical skills will shine as you help shape strong investment decisions. In this role, you'll delve deep into our investment philosophy and processes while independently hunting for quality companies within your sector. Your expertise will be critical in performing financial analyses and making projections that support your investment recommendations. Collaborating with Edge’s Director of Research and Portfolio Managers, you'll play a pivotal role in making long-term investment recommendations across multiple portfolios. You'll also maintain thorough coverage of existing investments and proactively research to arm the Portfolio Managers with the best insights for their decisions. We’re looking for someone with a Bachelor’s degree in finance, economics, accounting, or engineering along with 3+ years of relevant experience. If you're also equipped with strong analytical and communication skills, you’re already on the right track. Additionally, if you possess an MBA or CFA designation or are making progress toward one, it's definitely a plus! Get ready for a role where your initiative and intellectual curiosity will allow you to excel, all while enjoying a collaborative environment that promotes growth and development.

Frequently Asked Questions (FAQs) for Equity Analyst Role at Principal Financial Group

What are the responsibilities of an Equity Analyst at Principal Edge?

As an Equity Analyst at Principal Edge, your primary responsibilities include conducting fundamental research on companies within your sector, performing detailed financial analyses, making projections, and making long-term investment recommendations. You’ll also maintain research coverage of existing portfolio investments and assist Portfolio Managers with well-informed insights to aid their investment decisions.