Equity Analyst, Aligned Investors

Principal Financial Group • Des Moines, IA

117d • $174,000 - $236,000

About The Position

We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors has a very successful long-term track record running two US equity strategies with $68 billion in assets under management! Aligned Investor's primary funds are the Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves long-term ownership of high-quality businesses with competitive advantages that are led by owner-operators. The process relies completely on fundamental company research. Our team is made up of passionate analysts who all work to deliver outstanding returns for our clients over full market cycles. You will have the opportunity to direct and conduct fundamental research on US companies, monitor portfolio holdings and make recommendations to the Portfolio Managers.

Requirements

• 5+ years equity investment experience.
• MBA with finance emphasis, Chartered Financial Analyst designation, or equivalent work experience.
• Experienced at deep fundamental research on individual companies.

Nice To Haves

• Must be a self-starter and able to lead the equity research process.
• Demonstrate an understanding of investments and an alignment in investment philosophy.
• Strong written and verbal communication skills.
• Ability to interact with company management teams and industry experts.
• Highly proficient at building and maintaining company models in Excel.
• Willingness to travel to visit companies as well as attend conferences.

Responsibilities

• Conduct fundamental, primary research on individual companies.
• Analyze the impact of competitive, economic and industry trends on specific investments.
• Demonstrate a proven grasp of Aligned Investor’s investment philosophy by consistently incorporating it into the equity research process.
• Provide leadership to more junior members of the team (if tenured in career).

Benefits

• Flexible Time Off (FTO) for salaried employees.
• Opportunity to participate in a bonus program for non-sales positions.
• Comprehensive, competitive benefit offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Master's degree
• Number of Employees: 5,001-10,000 employees