Equity Analyst - Dynamic Growth Team

Principal Financial Group
US - Iowa - Des Moines
December 29, 2024

What You'll Do:

Were looking for an Equity Analyst to join our Dynamic Growth team. In this role, youll support our portfolios by working with the Portfolio Managers to identify companies growing faster and stronger with likelihood of beating investor expectations!

Dynamic Growth strategies focus on investing in US securities with positive fundamental momentum and positive fundamental surprise, specializing in the long focused equity funds for a variety of organizations. Through deep sector specific fundamental, bottom-up research (no value or GARP bias), Analysts thesis support buy, sell, and hold investment recommendations.

Make long-term investment recommendations for multiple portfolios
Monitor existing investments within their assigned sector coverage
Cover many names in the portfolio at one time (up-wards of 25 to 30 at times) and make decisive conclusions quickly
Appreciation and understanding of technical analysis and the relevancy of it in stock picking

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Principal Asset Management offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at principalam. com!

Who You Are:

Bachelors degree and 3+ years investment related work experience
Equity analysis experience
Knowledge of sophisticated investment vehicles, understanding of firm's investment strategy and philosophy, business acumen, superior judgment, and total rate of return mentality
Demonstrated understanding of economies and investment theories

Skills That Will Help You Stand Out

MBA with Finance emphasis, or passed Level 1 CFA or higher
Self-starter
Strong written and verbal communication skills
Factset

Salary Range Information:
Salary 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:
$106400 - $144400 / year

Time Off Program:
Flexible 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 dont accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible:
No

Additional Information:

Location(s)

This role will be based out of our World Headquarters located in Des Moines, IA.

Work Environments

This role offers the ability for in-office or hybrid (blending both office and remote work in a typical workweek) work arrangements. Youll work with your leader to figure out which option may align best based on several factors

Work Authorization/Sponsorship

At 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 Immigrants

Investment Code of Ethics

For Principal Asset Management positions, youll 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 Principal

At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services and that.

Read the full job description and apply online on the recuiter's web-site

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