Principal Financial Group · 17 hours ago
Research Associate, Equities - Aligned Investors
Des Moines, IA
Full-time
Onsite
Entry Level
$89K/yr - $121K/yr
1+ years expPrincipal Financial Group is seeking an Equity Analyst to join the Aligned Investors team, which manages two US equity strategies with $68 billion in assets. The role involves conducting fundamental research on US companies, monitoring portfolio holdings, and providing recommendations to Portfolio Managers.
Financial ServicesInsurance
No H1B
Responsibilities
Conduct and provide research on Equity securities, industries, and companies as assigned including financial analysis, projections, and recommendations
Source and develop reliable and innovative data and information sources to drive investment ideas and develop in depth knowledge of holdings and prospective holdings
Provide analytical support to the portfolios and portfolio managers by monitoring cash and raising cash issues, entering trades, and compliance monitoring
Manage data and data integrity related to investment performance, fund accounting, client reports, client inquiries, and other external and internal inquiries
Qualification
Required
Bachelor's degree with emphasis in finance, economics, accounting, engineering, or other technical field
Highly proficient at Excel and database skills
Preferred
At least one year of applicable experience or a comparable investment internship
Experience working with equities
MBA or CFA designation or progress towards
Ability to efficiently and effectively research and summarize information, and communicate persuasive recommendations
Ability to make effective, well-informed decisions and recommendations in a highly time-sensitive environment, often with incomplete and/or contradictory information
Demonstrated understanding of investments and an alignment in investment philosophy
Benefits
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 short-term illness.
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
Recent News
Apollo Global Management, Inc.
2025-11-03
Alternative Credit Investor
2025-10-10
Company data provided by crunchbase