Equity Analyst, Aligned Investors

What You’ll Do

We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors is a long‑term, fundamental investment team with ~$53bn in AUM across two U.S. equity strategies:
Principal Mid Cap and Principal Blue Chip.

Our approach focuses on investing in high quality businesses with durable competitive advantages that are led by owner‑operators and excellent management teams. The analyst team plays a central role in our process through deep, proprietary fundamental research.

This is a generalist role; having a technology background would be beneficial.

In this role, you will:

• Conduct deep fundamental research on U.S. equities and industries
• Evaluate competitive dynamics, industry structure and trends impacting existing and potential investments
• Monitor portfolio holdings and identify new investment opportunities
• Develop and communicate differentiated perspectives and recommendations to the Portfolio Managers

• 4+ years of public or private equity investment experience, ten or more preferred
• Demonstrated experience conducting deep fundamental research on individual companies

• MBA or CFA designation
• Technology sector experience
• Self‑starter with the ability to independently drive the research process
• Passion for investing and alignment with Aligned Investors’ investment philosophy (applying a long‑term, fundamental, bottom‑up research approach to evaluating individual companies)
• Excellent written and verbal communication skills
• Experience interacting with management teams and industry experts
• Advanced proficiency in financial modeling and valuation (Excel)
• Fluency with applying Artificial Intelligence tools in the equity research process
• Willingness to travel for company visits, conferences, and research

Salary ranges below reflect targeted base salaries. Non‑sales positions have the opportunity to participate in a bonus program. 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.

$141,000 - $285,000 / year

Base pay estimated ranges for the various Analyst levels are:

• 4+ years experience: $141,000 – $191,000
• 6+ years experience: $179,000 – $243,000
• 12+ years experience: $211,000 – $285,000

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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.

No

We have a strong preference for this role to be based in Des Moines, IA, where the investment team is located. However, we are open to a remote arrangement or an office from one of our other Asset Management offices (New York, Chicago, Denver, or Seattle). For candidates outside of Des Moines, an initial period working in the Des Moines office will be required, followed by ongoing frequent travel to Des Moines.

At this time, we’re 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: F1‑OPT, F1‑CPT, H‑1B, TN, L‑1, J‑1, etc. For additional information around work authorization needs please use the following links.

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.

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.