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Global Equity Analyst - Consumer Sector Focus

What You'll DoPrincipal's Global Equity team is searching for an experienced Consumer Staples analyst. This candidate will work with a diverse team of portfolio managers and analysts supporting research and recommendations!In this role, you’ll be able to:• Provide and continue to build expertise Globally in the Consumer Staples sector• Partner closely with other analysts and portfolio managers to provide outperformance through stock selection, while working within the framework of our process and portfolio constraints• Make specific company recommendations based on in-depth fundamental analysis and provide essential insights into industry trends• Partner with the Research Director 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 decisionsPrincipal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com!Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. We seek companies demonstrating positive fundamental change, with exploitable expectation gaps and pricing anomalies. Our conviction is centered on bottom-up fundamental insights while remaining macro-aware.Who You Are• MBA or Master of Science with finance emphasis and Chartered Financial Analyst designation (or progress towards CFA)• 2 years (five highly preferred) equity investment experience• Global equity experience in the Consumer sector• A proven track record of consistently adding value through investment recommendations based on proprietary analysis.• Best-in-class analytical skills, including extensive consumer discretionary industry knowledge, fundamental company analysis, and financial modellingSkills That Will Help You Stand Out• Superior analytical skills• Must be a self-starter and demonstrate understanding of economies and investment theories• Strong written and verbal communication skills• Factset, BloombergThis position may be subject to SEC restrictions on personal political contributions.Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. 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.Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)$137000 - $185000 / yearTime Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.Pension EligibleNoAdditional InformationLocation(s)We’re open to considering in-office or hybrid talent. Locations include Des Moines, New York City, Chicago, Seattle, or Denver.Work EnvironmentsThis role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.Work Authorization/SponsorshipAt this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.Nonimmigrant Workers and Green Card for Employment-Based ImmigrantsInvestment Code of EthicsFor 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 for you and members of your household. These same requirements may also apply to other positions across the organization.Experience PrincipalAt Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.Principal is an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Posting WindowWe will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.Original Posting Date5/2/2024Most Recently Posted Date5/2/2024
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$137000K
$185000K

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What You Should Know About Global Equity Analyst - Consumer Sector Focus, Principal Financial Group

Are you ready to dive into the dynamic world of investments? Principal's Global Equity team is on the hunt for a Global Equity Analyst focusing on the Consumer Sector right here in Des Moines, IA! You'll be joining a lively and diverse group of portfolio managers and analysts who work collaboratively to make savvy investment choices. In this role, your expertise in the Consumer Staples sector will shine as you partner closely with your teammates to hunt for stocks that promise outperformance. You’ll engage in meaningful fundamental analysis to make robust recommendations on companies while keeping an eye on the latest industry trends. Your long-term investment insights will play a crucial role in multiple portfolios, helping shape the future of our investments. At Principal, we combine a solid bottom-up approach with a macro view, seeking companies exhibiting positive changes. If you have an MBA or a Master's in finance, plus a CFA or are on that path, and you bring 2-5 years of equity investment experience, we want to hear from you. Your analytical talents and passion for the Consumer sector will be your keys to success in this exciting opportunity!

Frequently Asked Questions (FAQs) for Global Equity Analyst - Consumer Sector Focus Role at Principal Financial Group
What are the primary responsibilities of a Global Equity Analyst at Principal?

As a Global Equity Analyst at Principal, your primary responsibilities include conducting in-depth fundamental analysis of companies within the Consumer sector, reaching out to portfolio managers to make informed stock selections, and providing long-term investment recommendations. Your insights will help shape the investment strategies, ensuring the portfolios align with performance objectives.

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What qualifications are needed to become a Global Equity Analyst at Principal?

To become a Global Equity Analyst at Principal, you typically need an MBA or a Master's in finance with a focus on investment management, along with a Chartered Financial Analyst (CFA) designation or progress towards it. Additionally, having 2 to 5 years of equity investment experience and a strong understanding of the Consumer sector will set you apart.

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How does Principal support career growth for Global Equity Analysts?

Principal is committed to employee development and offers various opportunities for career growth. As a Global Equity Analyst, you'll have access to mentorship programs, further education resources, and the chance to work closely with seasoned professionals to enhance your skills and knowledge in the finance sector.

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What skills are essential for success as a Global Equity Analyst at Principal?

To thrive as a Global Equity Analyst at Principal, you'll need exceptional analytical skills, a deep understanding of consumer discretionary industries, adept financial modeling abilities, and strong communication skills. Being a self-starter and having a good grasp of economic and investment theories will also give you an edge in this role.

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What is the work environment like for a Global Equity Analyst at Principal?

At Principal, the work environment for a Global Equity Analyst is versatile and collaborative, with a mix of in-office and hybrid work options available. You’ll work closely with a diverse team, encouraging a dynamic exchange of ideas and strategies that contribute to achieving investment goals.

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Common Interview Questions for Global Equity Analyst - Consumer Sector Focus
Can you describe your experience with fundamental analysis as a Global Equity Analyst?

Certainly! In your answer, detail specific examples of how you've conducted fundamental analysis in previous roles. Discuss the metrics you focused on, the sources of your data, and how your recommendations led to successful investment outcomes.

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What trends do you currently see in the Consumer sector?

Stay updated with the latest industry news and reports. In your answer, discuss recent consumer behavior shifts, market trends, or technological advancements in the sector. Being informed demonstrates your thorough understanding of the market landscape.

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How do you prioritize your research when working with multiple portfolios?

Explain your process for assessing multiple investments—mention how you determine which stocks require immediate attention versus those that can be monitored over time. Highlight tools or frameworks that aid in your prioritization.

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What methods do you use to track and analyze market changes?

Describe how you use financial modeling tools, data visualization techniques, or any software to analyze market changes. Mention your familiarity with platforms like Bloomberg or Factset to enhance your efficiency.

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How do you communicate your investment recommendations to portfolio managers?

Communication is key in this role. Describe your approach to presenting your findings, whether through detailed reports, presentations, or one-on-one conversations, and emphasize the importance of clarity and persuasive arguments.

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Can you give an example of a successful investment recommendation you made?

Share a specific instance where your recommendation led to a positive outcome. Be sure to discuss the analysis process, how you presented your case, and the impact of that investment on the portfolio's performance.

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What role does teamwork play in your approach as a Global Equity Analyst?

Highlight your experiences working with team members in crafting investment strategies. Discuss how collaborative efforts lead to more comprehensive analyses and improved outcomes and provide examples of past teamwork experiences.

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How do you stay updated on regulations and compliance issues in equity investment?

Discuss your methods for staying informed about regulatory changes, such as regular training, attending industry seminars, or utilizing resources from organizations like the CFA Institute which provide insights into compliance.

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What challenges do you face in equity analysis, and how do you overcome them?

Reflect on common challenges like market volatility or data discrepancies, and elaborate on your strategies for overcoming these issues—whether it's through detailed scenario analyses or enhanced data verification processes.

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How do you integrate macroeconomic factors into your equity analysis?

Discuss your understanding of macroeconomic indicators and how they inform your analyses. Explain how you assess their impact on the Consumer sector specifically and provide an example where macro trends influenced your investment decision.

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Principal is a global financial services company passionate about improving the wealth and well-being of families and communities. We help more than 55 million customers worldwide plan, protect, invest, and retire—while reimagining a more purpose-...

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Full-time, hybrid
DATE POSTED
November 30, 2024

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