Skip to main content
First American Financial Corporation
Janae M., Senior Customer Service Representative

Janae M. Senior Customer Service Representative

Search Jobs

Hybrid Principal Investment Analyst

Santa Ana, California; Atlanta, Georgia; Boston, Massachusetts; Chicago, Illinois; Dallas, Texas; Houston, Texas; Las Vegas, Nevada; New York, New York; San Diego, California; San Francisco, California; Seattle, Washington

Apply Now
Job ID R036377 Date posted Jul. 27, 2022 Category Finance Employment Type Full Time

Company Summary

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for seven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit

Job Summary

Support the investment management group and other FAT business units in the area of equity and credit investment research, strategy, and analysis. Assume primary coverage responsibility for multiple industry sectors and/or asset classes. Analyze both prospective investments and existing portfolio holdings to generate buy/sell recommendations for FAT’s Investment Committee. Provide senior level managerial reports and analysis regarding the FAT investment portfolio. Clearly communicate investment recommendations to fellow FAT Investment Team members and clients. Assist in FAT’s Investment Department internal and external communication efforts.

Essential Functions

  • Significant primary responsibility for research coverage of equity industry sectors, asset classes, and strategies.
  • Proven track record of alpha generation.
  • Takes on leadership roles within the investment management group.
  • Collects and interprets data, creates reports and performs complex analysis regarding the FAT investment portfolio.
  • Sets objectives for project goals and monitors project to achieve those goals. 
  • Identifies issues and inefficiencies and recommends process improvements.
  • Develops creative solutions and drives change.
  • Influences department processes and procedures.
  • Negotiates, persuades and gains consensus from a cross functional team.

Knowledge and Skills/Technology Used

  • Excellent analytical skills
  • Strong attention to detail.
  • Advanced knowledge of general economic conditions, business cycle, and investment analysis
  • Techniques (fundamental, technical, valuation)
  • Ability to multi-task, independently solve problems and meet deadlines
  • Professional level written and oral communication skills.
  • Excellent interpersonal, relationship-building and teamwork skills
  • Strong mentorship skills
  • Self-motivated; self-starter
  • Ability to respond quickly to emergent problems and focus both on long-range projects and immediate tasks
  • Advanced MS Office skills required
  • Advanced knowledge of Bloomberg, Morningstar, and relevant investment trading/operations platforms 

Typical Education

  • MBA or CFA preferred

Typical Range of Experience

  • 10-15+ years of experience




First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Apply Now

Related Content