Senior Equity Analyst, U.S. Software (AI-Enabled)

Principal Financial Group; Des Moines (IA); On-site; USD 141,000 - 243,000; Full time

Job summary

Principal Asset Management is seeking an experienced Equity Analyst to cover the U.S. software sector, partnering with portfolio managers to generate differentiated investment insights.

The role focuses on large- and mid-cap software, building and maintaining detailed financial models, and communicating ideas through reports and presentations. Travel to conferences and company visits may be expected.

Qualifications

• 5+ years equity investment experience
• Mid- and large-cap software sector research
• Proven track record of value through proprietary analysis
• Experience leveraging AI-enabled research tools to enhance due diligence and idea generation

Responsibilities

• Generate alpha through detailed software sector research and stock recommendations
• Interact with management, industry experts, and investors to gather insights
• Collaborate with sector leads and PMs to outperform within research framework
• Build and maintain financial and market models forecasting performance and valuation
• Communicate insights through written reports, models, presentations, and investment committee discussions
• Maintain coverage of existing software investments across portfolios

Skills

Equity research

Buyside experience

AI-enabled research

Education

MBA or MSc Finance

CFA designation in progress

Job description

Principal Asset Management is seeking an experienced Equity Analyst to cover the U.S. software sector, partnering with portfolio managers to generate differentiated investment insights.

The role focuses on large- and mid-cap software, building and maintaining detailed financial models, and communicating ideas through reports and presentations. Travel to conferences and company visits may be expected.