Principal Asset Management
Real Estate Investment Trust (REIT) Equity Analyst
Company Description:
Principal Asset Management, a subsidiary of Principal Financial group, offers global asset management expertise across a diverse set of traditional and alternative asset classes. Check us out at www.principalam.com! Principal’s Global Real Estate Securities team is recognized as an industry leader and is one of the 5 largest active managers by assets under management.
Position Location:
Chicago, Illinois; Des Moines, Iowa; New York, New York
Salary:
$86450 - $147600 / year
Bonus and/or Additional Compensation:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. 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.
Position Description:
We’re looking for an Analyst to join our Real Estate Securities team (public equity). In this role, you’ll conduct fundamental equity research on an assigned universe of North American property securities and make recommendations for mutual fund and separately managed account portfolios.
Responsibilities:
Strengthen your knowledge, skills and industry contacts necessary to conduct valued research
Track and assemble relevant industry and economic data to ascertain current and future fundamental trends
Regularly communicate industry and company specific news to the broader investment team
Display familiarity with the team’s valuation techniques and quantitative analysis tools to build and update models on a consistent, timely basis
Provide buy, sell and hold investment recommendations to portfolio managers
When opportunities arise, present favorable image of the team in interactions with third parties
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Qualifications:
Who You Are
Bachelor's degree
Two or more years of related industry experience in equity analysis and/or real estate investing; prior Real Estate Investment Trust (REIT) experience desirable
Knowledge of sophisticated investment vehicles, business acumen, analytical, superior judgment with a total rate of return mentality
Requires working knowledge of computer modeling techniques, strong quantitative financial background, statistics and accounting
Skills That Will Help You Stand Out
MBA with a finance emphasis and/or individuals progressing toward a Chartered Financial Analyst designation
Must be a self-starter and demonstrate an understanding of economics and investment theories
Travel as needed and required
This position may be subject to SEC restrictions on personal political contributions.
Two or more years of related industry experience in equity analysis and/or real estate investing; prior Real Estate Investment Trust (REIT) experience desirable
Contact: