Principal Financial Group
Equity Analyst - Industrials
Principal Financial Group, Chicago, Illinois, United States, 60290
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Equity Analyst - Industrials
role at
Principal Financial Group
What You’ll Do Principal’s Global Equity team is searching for an experienced Small Cap Industrials Equity Analyst to join our research team. This candidate will work with a diverse team of portfolio managers and dedicated sector analysts to deliver proprietary research and investment recommendations.
Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small‑cap ( Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and validated qualitative and quantitative insights
Partner closely with the Industrial sector team lead, 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 and assess security valuation, 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 industrials for multiple portfolios
Who You Are
5+ years equity investment experience in industrials, preferably with at least 2 years on the buyside
Proven track record of generating consistent alpha through actively covered investment recommendations
Advanced knowledge of various financial applications: FactSet and Bloomberg
Ability to distill and communicate industry data and trends into actionable investment insights
Skills That Will Help You Stand Out
Possess best‑in‑class analytical skills, including extensive knowledge of the Industrials sector, fundamental company analysis, and financial modeling
Highly intellectually curious, with a clear passion for investing and public markets
MBA or CFA highly preferred
Entrepreneurial mindset; self‑starter with a desire to build out an individual franchise within an Industrials dedicated team
Exceptional written and verbal communication skills
Extensive use of AI within security research
Humility and self‑awareness
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 allows the opportunity to take time away from the office with pay for vacation, personal or short‑term illness. Employees do not accrue a bank of time off under FTO and there is no set number of days provided.
Location(s) Locations include New York City, Chicago, Seattle, Denver, or Des Moines. You’ll work with your leader to determine the arrangement which best suits our needs.
Work Authorization/Sponsorship At this time, we are 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.
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.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/7/2025
Most Recently Posted Date 11/7/2025
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Equity Analyst - Industrials
role at
Principal Financial Group
What You’ll Do Principal’s Global Equity team is searching for an experienced Small Cap Industrials Equity Analyst to join our research team. This candidate will work with a diverse team of portfolio managers and dedicated sector analysts to deliver proprietary research and investment recommendations.
Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of industrial companies, with a specific focus on small‑cap ( Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and validated qualitative and quantitative insights
Partner closely with the Industrial sector team lead, 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 and assess security valuation, 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 industrials for multiple portfolios
Who You Are
5+ years equity investment experience in industrials, preferably with at least 2 years on the buyside
Proven track record of generating consistent alpha through actively covered investment recommendations
Advanced knowledge of various financial applications: FactSet and Bloomberg
Ability to distill and communicate industry data and trends into actionable investment insights
Skills That Will Help You Stand Out
Possess best‑in‑class analytical skills, including extensive knowledge of the Industrials sector, fundamental company analysis, and financial modeling
Highly intellectually curious, with a clear passion for investing and public markets
MBA or CFA highly preferred
Entrepreneurial mindset; self‑starter with a desire to build out an individual franchise within an Industrials dedicated team
Exceptional written and verbal communication skills
Extensive use of AI within security research
Humility and self‑awareness
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 allows the opportunity to take time away from the office with pay for vacation, personal or short‑term illness. Employees do not accrue a bank of time off under FTO and there is no set number of days provided.
Location(s) Locations include New York City, Chicago, Seattle, Denver, or Des Moines. You’ll work with your leader to determine the arrangement which best suits our needs.
Work Authorization/Sponsorship At this time, we are 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.
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.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/7/2025
Most Recently Posted Date 11/7/2025
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