Equity Analyst - Dynamic Growth Team

at  Principal Financial Group

What You’ll Do:
We’re looking for an Equity Analyst to join our Dynamic Growth team. In this role, you’ll 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 www.principalam.com!

Who You Are:

• Bachelor’s 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 don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:

EXPERIENCE PRINCIPAL

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. 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.

Please refer the Job description for details