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 $15B 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.
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 identifying quality investment prospects and making buy, sell, or hold recommendations
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.
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Investment Code of Ethics
For Principal Global Investors 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.
While our expertise spans the globe, we’re bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
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.