Principal Financial Group
Equity Analyst, Healthcare - Therapeutics Specialist
Principal Financial Group, Chicago, Illinois, United States, 60290
Equity Analyst, Healthcare - Therapeutics Specialist
Join to apply for the
Equity Analyst, Healthcare - Therapeutics Specialist
role at
Principal Financial Group . What You'll Do
Principal's Global Equity team is searching for an experienced Therapeutics Equity Analyst to join our research team within the Healthcare sector. This candidate will work with a diverse team of portfolio managers and dedicated sector analysts supporting proprietary research and investment recommendations. Role Overview
Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of therapeutics companies globally leveraging:
comprehensive clinical pipeline, trial data, commercial forecasting / competitive market positioning assessments relevant medical and scientific publications / meeting updates FDA regulatory developments and policy actions / announcements
Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and convicted qualitative and quantitative insights Partner closely with Healthcare sector team leads, senior therapeutics analysts, and portfolio managers to provide outperformance through stock selection while working within the framework of our research process and portfolio constraints Build and maintain detailed financial and market-oriented models to forecast company performance, incorporating macroeconomic and industry-specific factors Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions Maintain research coverage of existing investments within the therapeutics for multiple portfolios Who You Are
5+ years equity investment experience with a minimum of three years dedicated to therapeutics Strong background in the healthcare sector, specifically within therapeutics Scientific foundation in biology, oncology, or a related field strongly preferred Proven track record of generating consistent alpha contributions through actively covered investment recommendations Ability to distill and communicate complex scientific data into actionable investment insights Possess best-in‑class analytical skills, including extensive therapeutics industry knowledge, fundamental company analysis, and financial modeling Skills That Will Help You Stand Out
Advanced degrees (PhD, MD) in life sciences or healthcare‑related fields; MBA or Master of Science in finance also a plus, but not required 2+ years buy‑side experience Entrepreneurial mindset; self‑starter with a desire to build out individual franchise within a Healthcare dedicated team Private transaction experience a benefit; preferred background is primarily in public equities Exceptional written and verbal communication skills Knowledge of various financial applications such as FactSet, Bloomberg, AlphaSense 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 (Non‑Exempt expressed as hourly; Exempt expressed as yearly)
$137,000 - $236,000 / 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 Location(s)
We’re open to considering in‑office or hybrid talent. Locations include New York City, Chicago, Seattle, Denver, or Des Moines. You’ll work with your leader to determine the arrangement which best fits our needs. Background
Principal Asset Management includes a market‑leading, long‑only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: www.principalam.com. Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company‑specific research. 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. 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. 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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Join to apply for the
Equity Analyst, Healthcare - Therapeutics Specialist
role at
Principal Financial Group . What You'll Do
Principal's Global Equity team is searching for an experienced Therapeutics Equity Analyst to join our research team within the Healthcare sector. This candidate will work with a diverse team of portfolio managers and dedicated sector analysts supporting proprietary research and investment recommendations. Role Overview
Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of therapeutics companies globally leveraging:
comprehensive clinical pipeline, trial data, commercial forecasting / competitive market positioning assessments relevant medical and scientific publications / meeting updates FDA regulatory developments and policy actions / announcements
Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and convicted qualitative and quantitative insights Partner closely with Healthcare sector team leads, senior therapeutics analysts, and portfolio managers to provide outperformance through stock selection while working within the framework of our research process and portfolio constraints Build and maintain detailed financial and market-oriented models to forecast company performance, incorporating macroeconomic and industry-specific factors Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions Maintain research coverage of existing investments within the therapeutics for multiple portfolios Who You Are
5+ years equity investment experience with a minimum of three years dedicated to therapeutics Strong background in the healthcare sector, specifically within therapeutics Scientific foundation in biology, oncology, or a related field strongly preferred Proven track record of generating consistent alpha contributions through actively covered investment recommendations Ability to distill and communicate complex scientific data into actionable investment insights Possess best-in‑class analytical skills, including extensive therapeutics industry knowledge, fundamental company analysis, and financial modeling Skills That Will Help You Stand Out
Advanced degrees (PhD, MD) in life sciences or healthcare‑related fields; MBA or Master of Science in finance also a plus, but not required 2+ years buy‑side experience Entrepreneurial mindset; self‑starter with a desire to build out individual franchise within a Healthcare dedicated team Private transaction experience a benefit; preferred background is primarily in public equities Exceptional written and verbal communication skills Knowledge of various financial applications such as FactSet, Bloomberg, AlphaSense 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 (Non‑Exempt expressed as hourly; Exempt expressed as yearly)
$137,000 - $236,000 / 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 Location(s)
We’re open to considering in‑office or hybrid talent. Locations include New York City, Chicago, Seattle, Denver, or Des Moines. You’ll work with your leader to determine the arrangement which best fits our needs. Background
Principal Asset Management includes a market‑leading, long‑only focused equities platform with $161 billion AUM. Principal offers global asset management expertise across a diverse set of traditional and alternative asset classes totaling over $752.7 billion AUM. Learn more at: www.principalam.com. Consistent across all strategies, our approach is to evaluate and select stocks from a broad investment universe and construct portfolios in alignment with specific objectives and risk management parameters. Our conviction is built on differentiated fundamental insights we gather from conducting deep, company‑specific research. 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. 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. 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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