Equity Research Analyst

Seattle, Washington

Principal Financial Group
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What You'll Do

Principal Edge is an investment team within Principal Asset Management. Edge manages $19B from its Seattle-based office. The team's investment process seeks to identify quality companies that pay meaningful, growing dividends. Edge has roots dating back to 1939, managing one of the first mutual funds in the country.Learn more about us on the Principal Edge website.

Edge is seeking an investment analyst to join our growing team. As part of our team, you would develop an understanding of our investment philosophy and process to support fundamental, bottom-up research and recommend investments for inclusion in its equity portfolios. Edge's philosophy and process is based on the following:
  • Identifying quality businesses with above average fundamental performance
  • A long-term (typically 5+ years) investment horizon
  • A willingness to purchase businesses when they are out of favor
You will have an opportunity to:
  • Work independently to find quality companies within your sector
  • Perform financial analysis and make projections to support your investment recommendations
  • Work with Edge's Director of Research and Portfolio Managers to make long-term investment recommendations for multiple portfolios
  • Maintain research coverage of existing investments within the assigned sector coverage
Proactively research, compile, and analyze information to aid Portfolio Managers in making informed investment decisions.

Who You Are

We're looking for someone with:
  • Bachelor's degree
  • 3+ years investment research experience or eight years strong operational experience in a company outside of the investment management field and a deep understanding of both the business and the industry in which it operates
  • Comprehensive understanding of firm's investment strategy and philosophy, business acumen, and superior judgment
Additional preferred skills and experience:
  • Advanced Excel
  • Bloomberg or equivalent
  • CFA designation, or progress towards
  • Self-starter and demonstrate understanding of economies and investment theories
  • Strong written and verbal communication skills
  • A high level of self-initiative, intellectual curiosity, and comfort taking informed risks
  • The ability to independently prioritize your day-to-day work and strong time-management skills
  • A collaborative mentality
  • Can effectively summarize research and use it to support and communicate persuasive recommendations
Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range

$137000 - $185000 / year

Additional Information


This role will be based out of our Edge Asset Management headquarters located in Seattle, WA.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore ourcore values ,benefits and whywe're an exceptional place to grow your career.

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.

LinkedIn Hashtag

Job Locations US-WA-Seattle

Posted Date 2 months ago (3/1/2023 3:29 PM)

Job 2

Category Investments

Ent Seg Principal AM

Bus Area PGI Edge

Pos Typ Regular Full-Time

Remote No

FLSA Exempt

Date Posted: 31 March 2023
Job Expired - Click here to search for similar jobs