U.S. Software Equity Analyst -- AI-Driven Alpha

Principal Financial Group; Seattle (WA); 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. The role partners with portfolio managers to generate differentiated investment insights and guide portfolio outcomes.

You will build models, forecast company performance, and communicate ideas through reports and presentations. The position requires strong analytical skills and a track record of value-added recommendations.

Qualifications

• 5+ years equity investment experience, preferably buyside.
• Experience in mid- and large-cap software sector research.
• Proven track record of value-added investment ideas from proprietary analysis.
• Ability to leverage AI-enabled research tools in due diligence and idea generation.

Responsibilities

• Generate alpha through detailed fundamental and proprietary software research.
• Interact with management, industry experts, and stakeholders to gather insights.
• Collaborate with TMT team leads and PMs on stock selection and framework constraints.
• Build and maintain financial and market models forecasting performance and valuation.
• Communicate insights via written reports, models, presentations, and IC discussions.
• Maintain coverage of software investments across multiple portfolios.

Skills

Equity research

Financial modelling

AI tools

Stock picking

Communication

Education

MBA

CFA designation

Tools

AI-enabled research tools

Job description

Principal Asset Management is seeking an experienced Equity Analyst to cover the U.S. software sector. The role partners with portfolio managers to generate differentiated investment insights and guide portfolio outcomes.

You will build models, forecast company performance, and communicate ideas through reports and presentations. The position requires strong analytical skills and a track record of value-added recommendations.