Description
Position Summary:
We are seeking an Equity Analyst to deliver accurate and timely financial and market analysis, supporting investment decisions and contributing to the company’s objectives.
Key Highlights:
1. Be part of a team that transforms realities through investments.
2. Collaborate with portfolio managers to optimize investment strategies.
3. A flexible work culture focused on well-being and professional development.
Responsibilities:
At **Principal**, we believe the financial future is built on informed, people-centered decisions. With over 145 years of global experience, we work to expand access to financial security across Latin America, operating in Chile, Mexico, and Brazil, and managing assets for over 70 million clients worldwide. In the region, we have more than 3,000 colleagues and over 3.2 million clients.
We invite you to join a team that transforms realities through investments—where your talent can truly make a difference.
We seek an **Equity Analyst** whose mission will be to provide accurate and timely financial and market analysis to support the investment management team’s decisions, contributing to the company’s profitability and growth objectives. **What do we expect from you?**
* Conduct in-depth financial analysis: Thoroughly evaluate companies and market trends to identify investment opportunities aligned with the company’s strategy.
* Develop and maintain financial models: Build and update robust financial models to forecast company performance and assess intrinsic value.
* Generate investment recommendations: Provide investment recommendations grounded in rigorous research and analysis to support the investment management team’s decisions.
* Monitor sector news and market events: Stay updated on sector news, earnings disclosures, and other market events that may impact current or potential investments.
* Prepare research reports and presentations: Draft detailed reports and presentations to communicate findings and recommendations to the investment team.
* Collaborate with portfolio managers: Work closely with portfolio managers to optimize investment strategies and ensure effective implementation of recommendations.
Requirements:
* Professionals with degrees in Commercial Engineering, Industrial Civil Engineering, or related fields.
* 2–4 years of experience in similar roles.
* Advanced proficiency in Excel and English.
**Our Work Culture**
We recognize that achieving proper balance is the best way to build successful and empowered teams; therefore, we adopt a flexibility-focused approach tailored to your needs and those of your team, grounded in a culture of trust. Our commitment is to provide you with the resources and opportunities you need to succeed. **What can we offer you?**
* Flexibility! Hybrid work model.
* More time for you: We offer a weekly working schedule of 39.5 hours—below the legal requirement.
* On Fridays, we finish at 2:00 p.m., and you may also enjoy up to 10 additional vacation days per year.
* Complementary health and dental insurance.
* Collaborative workspaces designed to make you feel comfortable when visiting the office.
* Opportunities and tools to advance your professional development.
* APV 1+1.
**Principal Experience**
At Principal, we value balance—both personally and professionally. Together, we are envisioning a future where financial services serve a purpose—and it starts with you.
Our success depends on the unique experiences and talents of our colleagues. We support them just as we support our clients—with comprehensive, competitive benefit offerings designed to protect their physical, financial, and social well-being. **Inclusive Employer**
We are committed to equal opportunity, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or physical ability.
Additional Information: