Research Associate, Equities - Aligned Investors
About The Position
We’re looking for an Equity Analyst to join the Aligned Investors team. Aligned Investors has a very successful long-term track record running two US equity strategies with $68 billion in assets under management! Aligned Investor's primary funds are the Principal MidCap Fund and Principal Blue Chip Fund. The Aligned investment process involves long-term ownership of high-quality businesses with competitive advantages that are led by owner-operators. 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:
Requirements
- Bachelor's degree with emphasis in finance, economics, accounting, engineering, or other technical field
- Highly proficient at Excel and database skills
Nice To Haves
- At least one year of applicable experience or a comparable investment internship
- Experience working with investment products such as equities, private equity, or fixed income
- 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
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
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. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
