Senior U.S. Financials Equity Analyst — Small/Mid-Cap

Principal Financial Group; New York, Denver, Seattle, Des Moines (NY, CO, WA, IA); Sur place; USD 141 000 - 243 000; Plein temps

Résumé du poste

Principal Asset Management’s Global Equity team seeks a seasoned U.S. small- and mid-cap Financials Equity Analyst to join a collaborative research group.

You will generate alpha via proprietary analysis, interact with company management and industry experts, and support stock selection within our disciplined research process. You will build rigorous financial models, incorporate macro trends, and prepare timely insights through written reports, models, and presentations for investment

Qualifications

• 5+ years equity investment experience in financials, preferably buyside.
• U.S. small- and mid-cap financials sector research and investment experience.
• Experience across multiple financial sub-sectors such as banks, P&C, life insurance, asset/alternative managers, and diversified financials.
• Proven track record of generating alpha through actively covered investment ideas.

Responsabilités

• Generate alpha through investment ideas based on proprietary analysis of US small-/mid-cap financials.
• Interact with management, industry experts, and stakeholders to gather differentiated insights.
• Partner with team lead, analysts, and PMs to drive outperformance within research framework.
• Build and maintain detailed financial models to forecast performance and assess valuation.
• Communicate insights through reports, models, presentations, and investment committee discussions.
• Maintain research coverage of existing financials investments across portfolios.

Connaissances

Equity research

Financial modeling

AI-enabled research

Portfolio interaction

Formation

MBA or CFA designation

Outils

AI tools

Description du poste

Principal Asset Management’s Global Equity team seeks a seasoned U.S. small- and mid-cap Financials Equity Analyst to join a collaborative research group.

You will generate alpha via proprietary analysis, interact with company management and industry experts, and support stock selection within our disciplined research process. You will build rigorous financial models, incorporate macro trends, and prepare timely insights through written reports, models, and presentations for investment