What Youโll Do
Weโre looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors has a very successful longโterm track record running two US equity strategies with $68 billion in assets under management!
Aligned Investorโs primary funds are the Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves longโterm ownership of highโquality businesses with competitive advantages that are led by ownerโoperators. The process relies completely on fundamental company research. Our team is made up of passionate analysts who all work to deliver outstanding returns for our clients over full market cycles.
You will have the opportunity to direct and conduct fundamental research on US companies, monitor portfolio holdings and make recommendations to the Portfolio Managers. More specifically you will be able to:
- Conduct fundamental, primary research on individual companies.
- Analyze the impact of competitive, economic and industry trends on specific investments.
- Demonstrate a proven grasp of Aligned Investorโs investment philosophy by consistently incorporating it into the equity research process.
- Provide leadership to more junior members of the team (if tenured in career).
This is a generalist position. Experience in any sector will be considered.
Who You Are
- 5+ years equity investment experience.
- MBA with finance emphasis, Chartered Financial Analyst designation, or equivalent work experience.
- Experienced at deep fundamental research on individual companies.
Skills That Will Help You Stand Out
- Must be a selfโstarter and able to lead the equity research process.
- Demonstrate an understanding of investments and an alignment in investment philosophy.
- Strong written and verbal communication skills.
- Ability to interact with company management teams and industry experts.
- Highly proficient at building and maintaining company models in Excel.
- Willingness to travel to visit companies as well as attend conferences.
Salary Range Information
Salary ranges reflect targeted base salaries. Nonโsales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives and may have 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: $174,000 - $236,000 / year.
Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or shortโterm illness. Employees donโt accrue a bank of time off under FTO and there is no set number of days provided.
Location(s)
This role will be based out of our World Headquarters located in Des Moines, IA.
Work Authorization/Sponsorship
At this time, weโre not considering applicants 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: F1โOPT, F1โCPT, Hโ1B, TN, Lโ1, Jโ1, etc.
Investment Code of Ethics
For Principal Asset Management positions, youโll 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.
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.