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About the Role
Principal's Global Equity team is seeking an experienced U.S. small- and mid-cap Financials Equity Analyst to join their research team. This role involves working with portfolio managers and sector analysts to deliver proprietary research and investment recommendations, generating alpha through in-depth analysis of industrial companies, with a focus on U.S. small- and mid-cap financial sector companies.
Responsibilities
- Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small- and mid-cap (market capitalization under $20 billion) financial sector companies in the U.S.
- Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and high-conviction qualitative and quantitative insights
- Partner closely with financial sector team lead, analysts, and portfolio managers to drive outperformance through stock selection while working within the framework of our research process and portfolio constraints
- Build and maintain detailed financial models to forecast company performance and assess security valuation, incorporating macroeconomic and industry-specific factors
- Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions
- Maintain research coverage of existing investments within financials for multiple portfolios
Requirements
- 5+ years equity investment experience in financials, preferably with at least 2 years on the buyside
- U.S. small- and mid-cap financials sector research and investment experience
- Experience across multiple financial sub-sectors, such as banks, P&C and/or life insurance, asset/alternative managers, and diversified financials.
- Proven track record of generating consistent alpha through actively covered investment recommendations
- Demonstrated ability to leverage AI-enabled research tools (including agentic AI and coworking tools) to enhance idea generation, due diligence, analysis, and investment decision-making.
- Ability to distill and communicate industry data and trends into actionable investment insights
Skills
- MBA or CFA designation highly preferred
- Best-in-class analytical skills
- Extensive knowledge of the financials sector
- Fundamental company analysis
- Financial modeling
- Highly intellectually curious
- Clear passion for investing and public markets
- Entrepreneurial mindset
- Self-starter with a desire to build out an individual franchise within Financials-dedicated team
- Exceptional written and verbal communication skills
- Willingness to travel for company visits, conferences, and research
Location
- New York City
- Seattle
- Denver
- Des Moines
Work Type
- Hybrid
Experience Level
- 5+ years experience
- 8+ years experience
Education Level
- MBA or CFA designation highly preferred
Salary/Compensations
- $141,000 - $243,000 / year
- 5+ years experience: $141,000-$191,000
- 8+ years experience: $179,000 - $243,000
Benefits
- 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.
- Comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
About the Company
- Principal Asset Management includes a market-leading, long-only focused equities platform with $161 billion AUM.
- Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM.
- 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.
- Our conviction is built on differentiated fundamental insights we gather from conducting deep, company-specific research.
- At 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.
- 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.
Equal Opportunity
- 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.