Equity Analyst, Aligned Investors

Principal Financial Group•Chicago, IL

1d•Hybrid

About The Position

We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors is a long-term, fundamental investment team with ~$53bn in AUM across two U.S. equity strategies: Principal MidCap and Principal Blue Chip. Our approach focuses on investing in high quality businesses with durable competitive advantages that are led by owner-operators and excellent management teams. The analyst team plays a central role in our process through deep, proprietary fundamental research. This is a generalist role, however having a technology background would be beneficial.

Requirements

4+ years of public or private equity investment experience
Demonstrated experience conducting deep fundamental research on individual companies
Advanced proficiency in financial modeling and valuation (Excel)

Nice To Haves

MBA or CFA designation
Technology sector experience
Self-starter with the ability to independently drive the research process
Passion for investing and alignment with Aligned Investors’ investment philosophy (applying a long-term, fundamental, bottom-up research approach to evaluating individual companies)
Excellent written and verbal communication skills
Experience interacting with management teams and industry experts
Fluency with applying Artificial Intelligence tools in the equity research process
Willingness to travel for company visits, conferences, and research

Responsibilities

Conduct deep fundamental research on U.S. equities and industries
Evaluate competitive dynamics, industry structure and trends impacting existing and potential investments
Monitor portfolio holdings and identify new investment opportunities
Develop and communicate differentiated perspectives and recommendations to the Portfolio Managers