Graduate Research Associate

About the Role

Principal's Global Equity division is looking for a Graduate Research Associate to join their Equity Research team. This opportunity allows you to gain comprehensive exposure within Principal Global Investors, building a solid foundation in equity research, company valuation, and portfolio strategy. The position is structured to cultivate your skills as an investment professional through hands-on experience in critical areas of the equity research process.

Key Responsibilities

• Assist senior analysts with research on publicly listed companies within a particular industry sector.
• Examine company, industry, and financial data to uncover key performance drivers; construct and maintain valuation models and forecasting tools to guide investment decisions.
• Support investment research by integrating market trends, macroeconomic data, and company analysis into concise recommendations and written reports.
• Gain insight into the methodology behind investment team decisions regarding buy, sell, and hold positions.
• Engage in strategic discussions with analysts and portfolio managers about investment opportunities and approaches.

Candidate Profile

• Possesses a university degree in Finance, Economics, Accounting, Mathematics, Computer Science, or a related discipline, or holds equivalent experience.
• Demonstrates knowledge of financial statement analysis and accounting principles.
• Has a strong quantitative background with proficiency in financial modeling techniques, statistics, and accounting.
• Capable of efficiently gathering and synthesizing research information.
• Exhibits robust business understanding, high-quality judgment, and an entrepreneurial mindset.
• Is proactive, self-motivated, and has familiarity with economic and investment theories.

Additional Information

This is an excellent chance for an ambitious individual to gain experience in a global financial services environment and advance their career in compliance. Principal values authentic connections both personally and professionally. The firm fosters an inclusive environment and offers comprehensive, competitive benefits aimed at supporting the physical, financial, and social well-being of its employees.

About Principal: Principal operates where financial services meet technology, building tools to improve customer lives. As a purpose-driven firm with over 140 years of trusted leadership, it focuses on financial security accessibility. The company is part of the Fortune 500®.

Work Location & Schedule

The role is based at the London office with hybrid working arrangements requiring presence in the office four days per week.