Software Equity Analyst: Alpha-Driven Buyside Research

Principal Financial Group

Seattle (WA)

On-site

USD 141,000 - 243,000

Full time

3 hours ago
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Job summary

Principal's Global Equity team seeks an experienced Equity Analyst to cover the U.S. software sector. This high-visibility role partners with portfolio managers to generate differentiated investment insights and influence decisions across multiple strategies.

The candidate will build detailed models and deliver written and verbal insights. Requirements include 5+ years of equity investment experience, preferably buyside, with strong software sector knowledge and a track record of adding value

Qualifications

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

Responsibilities

  • Provide research coverage across US software sector.
  • Generate investment ideas and communicate insights through reports and presentations.
  • Build and maintain financial models forecasting company performance.
  • Interact with management and stakeholders to gather differentiated insights.
  • Collaborate with portfolio managers to drive outperformance across strategies.
  • Maintain coverage within software for multiple portfolios.

Skills

Equity research
Investment analysis
Financial modeling
AI-enabled research tools
Written & verbal communication

Education

MBA or MSc in finance
CFA designation or progress towards CFA
Bachelor's degree in finance or related field

Tools

AI research software
Financial modeling software

Job description

Principal's Global Equity team seeks an experienced Equity Analyst to cover the U.S. software sector. This high-visibility role partners with portfolio managers to generate differentiated investment insights and influence decisions across multiple strategies.

The candidate will build detailed models and deliver written and verbal insights. Requirements include 5+ years of equity investment experience, preferably buyside, with strong software sector knowledge and a track record of adding value

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