Equity Analyst Equity Analyst …

Principal Financial Group
in Seattle, WA, United States
Permanent, Full time
Last application, 25 Feb 20
Principal Financial Group
in Seattle, WA, United States
Permanent, Full time
Last application, 25 Feb 20
Edge Asset Management is a specialized equity manager within the Principal Global Investors Asset Management structure. With a unique investment philosophy and dedicated team based in Seattle, Edge manages over $17B in AUM through their differentiated investment process. They seek out long term investments in companies that pay meaningful, growing dividends through their proprietary research approach. Edge has been managing assets since 1939, managing one of the first mutual funds in the industry. Edge enjoys the focus of a boutique firm while leveraging the deep resources of Principal.

What you'll do:

Edge is seeking an Equity Analyst to join our growing team.  As part of our equity team, you would conduct fundamental, bottom-up research to assist in the management of the EDGE equity portfolios.  EDGE's philosophy and process is based on the following tenets:

  • Identify quality businesses with above average fundamentals;
  • A long-term (typically 5+ years) investment horizon;
  • And having the patience to purchase businesses when they are out of favor

In addition, the Equity Analyst will be responsible for:

  • Making long-term investment recommendations for multiple portfolios
  • Monitoring existing investments within their assigned sector coverage
  • Working with EDGE’s Director of Research and Portfolio Managers by making buy, sell, or hold recommendations for companies


  • MBA with finance emphasis OR Chartered Financial Analyst designation required, both are preferred.
  • 3 plus years investment experience or relevant business experience.
  • Knowledge of equity analysis across multiple sectors.
  • Must be a self-starter and demonstrate understanding of economies and investment theories.
  • Must have strong written and verbal communication skills.
  • This position may be subject to SEC restrictions on personal political contributions.

How we hire:

Once you apply, your application is reviewed by our talent team.  Generally within a few weeks, the team makes interview selection decisions and communicates those via phone or email. 

Additional Information:

Work Authorization/Sponsorship

At this time, we're not able to consider candidates needing sponsorship now or in the future or those needing work authorization for this role.  (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we’d hope you continue to keep us in mind for future opportunities. 

Principal is an Affirmative Action and Equal Opportunity Employer 

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Need assistance? Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact Human Resources at (515) 247.MYHR (6947) or at 1.866.524.MYHR (6947).

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to follow a Code of Ethics which covers a number of obligations 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.

Who we are:

We help people build the kinds of lives they dream about—empowered by financial security and stability. We started in 1879 (yes, 1879) as an insurance company. Today, we’re a member of the FORTUNE 500 and a global investment management leader.

So that’s what we do. As far as who we are, well, we believe that how we do things is just as important as what we do.

Doing what’s right has been a part of who we are for more than 140 years. We focus on taking care of not only our employees, customers and advisors, but also the people who live in the communities where we do business.