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Investment Portfolio Assistant

2 months ago

Des Moines, Iowa, United States Principal Financial Group, Inc. Full time
Job Description

We are seeking a highly motivated and detail-oriented individual to join our team as an Equities Intern. As a key member of our equity research team, you will have the opportunity to work closely with our experienced analysts and gain hands-on experience in the investment process.

Key Responsibilities
  • Assist in the development of investment ideas and strategies for our equity portfolios
  • Conduct in-depth research on publicly traded companies, including financial analysis and industry trends
  • Support the creation of investment reports and presentations for our clients
  • Participate in team meetings and contribute to the discussion of investment opportunities
  • Develop and maintain a deep understanding of the investment process and industry best practices
Requirements
  • Pursuing a Master's, MBA, or PhD in finance, security analysis, math, statistics, economics, accounting, or an equivalent emphasis
  • Prior internship, work experience, or focused Masters level coursework in equity investments
  • Strong knowledge of investments combined with excellent mathematical skills
  • Advanced PC skills and proficiency with Excel
  • Availability to work full-time, onsite during the summer
Preferred Qualifications
  • Chartered Financial Analyst (CFA) or CFA candidate
  • Exceptional organizational skills
  • Demonstrated interest in financial markets
  • Experience with FactSet, Bloomberg, Charles River, or similar
  • Strong written and verbal communication skills
  • Leadership positions within student, work, or community organizations
  • Strong work ethic
What We Offer
  • A competitive salary and bonus program
  • A comprehensive benefits package, including health insurance and retirement plan
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
How to Apply

Please submit your application, including your resume and cover letter, to our online portal. We will review all applications and contact qualified candidates for an interview.