Principal Financial Group
Equity Analyst – Industrials
Principal Financial Group Principal's Global Equity team is searching for an experienced Small Cap Industrials Equity Analyst to join our research team. You will work with portfolio managers and sector analysts to deliver proprietary research and investment recommendations.
What You’ll Do
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 convicted 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 $137,000 – $236,000 per year (Non‑Exempt expressed as hourly; Exempt expressed as yearly). Total compensation may exceed base depending on performance.
Location(s) New York City, Chicago, Seattle, Denver, or Des Moines. Work arrangement will be determined with your leader.
Benefits Flexible Time Off (FTO). Pension Eligible: No.
Work Authorization At this time, we are not considering applicants that require immigration sponsorship.
Equal Employment Opportunity 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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Principal Financial Group Principal's Global Equity team is searching for an experienced Small Cap Industrials Equity Analyst to join our research team. You will work with portfolio managers and sector analysts to deliver proprietary research and investment recommendations.
What You’ll Do
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 convicted 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 $137,000 – $236,000 per year (Non‑Exempt expressed as hourly; Exempt expressed as yearly). Total compensation may exceed base depending on performance.
Location(s) New York City, Chicago, Seattle, Denver, or Des Moines. Work arrangement will be determined with your leader.
Benefits Flexible Time Off (FTO). Pension Eligible: No.
Work Authorization At this time, we are not considering applicants that require immigration sponsorship.
Equal Employment Opportunity 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.
#J-18808-Ljbffr