Senior Analyst, Equity Research

at  Principal Financial Group

Responsibilities:
This role is responsible for conducting research analysis on sectors/ companies and collaboration regional team to further enhance our research and ESG capabilities. He/she must be able to drive the team to be pro-active in generating ideas and able to present firm’s investment outlook and strategy to existing/ potential clients confidently.

KEY JOB REQUIREMENTS

• Tertiary qualification with a major in Finance, Accounting or Economics. Other disciplines are also considered. CFA qualification is an advantage.
• Minimum 5 to 10 years relevant working experience in equity research, fund management or corporate finance.
• Fundamental understanding of finance, economics, markets, financial analysis, accounting and valuation concepts. Basic understanding of contract or corporate law an advantage.
• Good communication skills and must be highly proficient in English.
• Microsoft Office, Bloomberg, relevant statistical software a plus.

• To assist the Head of Research in managing the research team to drive investment idea generation to present these to the portfolio management team
• To assist in the preparation of macro views and investment strategy
• To further enhance in-house ESG investing capabilities
• To provide oversight and guidance to junior analysts
• Will be required to present investment views to both internal and external stakeholders
• Other tasks include client servicing, preparation of RFPs, and ad-hoc investment-related requests
  Qualifications: