Equity Analyst, Aligned Investors

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.

In this role, you will:

• 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

• 4+ years of public or private equity investment experience, ten or more preferred
• Demonstrated experience conducting deep fundamental research on individual companies

Skills That Will Help You Stand Out

• 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
• Advanced proficiency in financial modeling and valuation (Excel)
• Fluency with applying Artificial Intelligence tools in the equity research process
• Willingness to travel for company visits, conferences, and research

We are willing to hire at various levels based on years and related experience. The base salary range of $141,000 - $285,000 reflects market-specific compensation for this position across multiple job levels. Candidates will be evaluated to determine the appropriate job level based on their skills and experience. In addition to the base pay, you are also eligible for an annual bonus based off performance.

Base pay estimated ranges for the various Analyst levels are:

• 4+ years experience: $141,000-$191,0000
• 6+ years experience: $179,000 - $243,000
• 12+ years experience: $211,000 - $285,000

The hiring team will decide based upon your experience, what level of Analyst you would be hired into.

Location(s)

We have a strong preference for this role to be based in Des Moines, IA, where the investment team is located. However, we are open to a remote arrangement or an office from one of our other Asset Management offices (New York, Chicago, Denver, or Seattle). For candidates outside of Des Moines, an initial period working in the Des Moines office will be required, followed by ongoing frequent travel to Des Moines. You can check out what our global headquarters looks like here:

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

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.

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.

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