Strategic Equity Research Specialist
5 days ago
About Capital Group
Capital Group is a leading global investment management company that provides innovative investment solutions to institutions and individual investors. As an Equity Research Associate at Capital Group, you will be part of a dynamic team that works closely with investment professionals to deliver valuable insights and conduct bottom-up fundamental research and analysis.
Key Responsibilities
You will partner with investment professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing companies and related industries, financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and working as a key contributor in the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.
Requirements
- You are passionate about a career in equity research with a strong interest in long-only investing.
- You have 2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
- You have experience covering Oil and Gas along with being proficient in Enverus.
- You have a strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
- You have extensive experience with detailed financial modeling and fundamental analysis, working with sell-side firms and industry consultants, utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to generate insightful analysis.
- You thrive in team settings. You ask good questions, bounce ideas off others and proactively share your perspective.
- You enjoy learning new things and can flex to varying work styles and expectations.
- You demonstrate intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends.
- You apply sound judgment in resolving conceptually complex matters.
- You apply effective written and oral communication skills.
- You collaborate and develop/maintain relationships both inside and outside the organization.
- You are available for occasional travel on research trips to meet with company management teams and investment professionals.
- You have a bachelor's degree in finance, economics, STEM or a relevant field of study.
- Familiarity with programming languages (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus, but not necessary.
Compensation and Benefits
We offer a highly competitive base salary, estimated to be between $131,596-$210,554 in Southern California and $145,092-$232,147 in San Francisco. In addition to a competitive salary, we also offer an individual annual performance bonus, a profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. We are committed to providing our employees with a comprehensive compensation and benefits package that supports their professional growth and well-being.
About Our Team
Capital Group is an equal opportunity employer that values diversity and inclusion. We believe that a diverse workforce enhances our ability to provide the best possible service to our clients. If you are passionate about equity research and want to join a dynamic team of professionals who share your enthusiasm, we encourage you to explore this opportunity further.
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