Strategic Equity Research Specialist

5 days ago


San Francisco, California, United States Capital Group Full time

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.



  • San Francisco, California, United States eFinancialCareers Full time

    OvervieweFinancialCareers is a leading financial services firm seeking an experienced Strategic Equity Researcher to join our team.


  • San Francisco, California, United States Cornerstone Research Full time

    Job Overview: Cornerstone Research seeks a highly skilled Behavioral Science Specialist to enhance our research capabilities in conducting complex behavioral and marketing analyses. This role will involve leading survey design and implementation, developing study designs for affirmative surveys and qualitative studies, and evaluating surveys conducted by...


  • San Francisco, California, United States EPIP Full time

    Job OverviewThe Schott Foundation for Public Education is seeking a highly skilled and experienced Program Director, National Opportunity to Learn Network to lead our efforts in cultivating effective campaigns focused on building systems to provide all students an opportunity to learn.About the RoleThis critical leadership position will work closely with...


  • San Francisco, California, United States US Tech Solutions Full time

    About the Role:US Tech Solutions is seeking a highly skilled Data-Driven Software Product Research Specialist to join our team in San Francisco, CA. This is a 7+ months contract position that requires collaboration with cross-functional teams to drive product strategy and decision-making.Key Responsibilities:Design, execute, and socialize research findings...


  • San Francisco, California, United States Amazon Web Services, Inc. Full time

    About the RoleWe are seeking an experienced Strategic Cloud Sales Expert to join our team. This individual will be responsible for building and maintaining relationships with C-level executives at strategic private equity-backed ISVs.The ideal candidate will have a strong understanding of cloud computing and a proven track record of success in selling to...


  • San Francisco, California, United States University of California Full time

    About the RoleThe University of California, San Francisco (UCSF) is seeking a skilled Strategic Policy Researcher 2 to join its team. This temporary role is expected to last approximately one year.Key Responsibilities:• Conduct in-depth analyses of moderate scope and complexity to address policy, research, and procedural issues.• Gather and compile...


  • San Francisco, California, United States eFinancialCareers Full time

    **Job Overview:**eFinancialCareers is currently seeking a seasoned Strategic Portfolio Analyst to drive growth and success in the investment team. This pivotal role requires an individual with expertise in fundamental research, shorting stocks, and quantitative analysis.About the Role:Conduct comprehensive financial modeling, earnings analysis, and valuation...


  • San Francisco, California, United States Manulife and John Hancock Full time

    The Strategic Business Development Specialist role is an exciting opportunity to join Manulife and John Hancock as a key member of our regional team. With a focus on retirement plan retention, growth in revenue, and assets, this position requires a strong understanding of the industry and a passion for customer-centric service.We are seeking a highly...


  • San Francisco, California, United States Tbwa ChiatDay Inc Full time

    Carta, a leader in the venture capital and private equity industry, is seeking a highly skilled Strategic Operations Partner to join its Marketing team.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to act as a conduit for the CMO in prioritizing work, deliverables, and approvals. They will also own...


  • San Francisco, California, United States University of California Full time

    Job Description:We are seeking a highly motivated Postdoctoral Fellow to join our dynamic team of social-behavioral scientists conducting research on global health equity.The fellow will work independently, but in close collaboration with Dr. Amy Conroy and other research scientists, lab team members, and field staff in sub-Saharan Africa.Key...


  • San Francisco, California, United States RI Research Instruments GmbH Full time

    Company OverviewAnthropic is a leading AI safety and research company working to build reliable, interpretable, and steerable AI systems. Our interdisciplinary team has experience across machine learning, physics, policy, business, and product.Role DetailsWe are seeking a highly skilled Research Scientist to join our team. The successful candidate will have...


  • San Diego, California, United States SDSU Research Foundation Full time

    Company Overview:The San Diego State University Research Foundation (SDSURF) is a premier research institution dedicated to advancing the frontiers of knowledge and innovation. Our mission is to support the research objectives of San Diego State University, providing the full life cycle of grants services to faculty and staff.Salary: $22.00 - $24.72 per...


  • San Francisco, California, United States salesforce, inc. Full time

    At Salesforce, we believe that the business of business is to improve the state of our world. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more.We're looking for a Research and Development Specialist to join our AI team. This role...


  • San Francisco, California, United States techire ai Full time

    Shape the Future of Multimodal Generative AIWe're seeking an experienced Research Scientist to join our team working on cutting-edge foundational multimodal models.You'll be responsible for researching, building, and training complex AI models, with a strong focus on generative models. Your background should include relevant research publications in:Vision...


  • San Francisco, California, United States Waymo Full time

    Waymo is a pioneering autonomous driving technology company with a mission to establish itself as the most trusted driver. With its inception as the Google Self-Driving Car Project in 2009, Waymo has focused on developing the Waymo Driver - The World's Most Experienced Driver - to enhance access to mobility while saving thousands of lives lost to traffic...


  • San Francisco, California, United States Autodesk Full time

    **Transforming the Future of Architecture, Engineering, and Beyond**We are seeking a Senior Strategic Foresight Specialist to join our Autodesk Research team as part of our Strategic Foresight initiative. As a visionary practitioner in this field, you will play a pivotal role in shaping the future of architecture, engineering, construction (AEC), product...


  • San Diego, California, United States ZipRecruiter Full time

    Job Summary: We are seeking a highly skilled Strategic Contracting Specialist to join our team at Chugach Government Solutions. As a key member of our contracting team, you will be responsible for assisting in the research, analysis, development, and implementation of contracting and acquisitions-related policies and procedures.


  • San Francisco, California, United States Panterra Full time

    Job OverviewPanterra, a leading international consultancy, seeks highly motivated interns to support project teams in delivering exceptional strategic advice and services.About PanterraWe are a global strategic advisory firm with over 25 years of experience. Our mission is to participate in and positively impact the great debates of our age, including...


  • San Francisco, California, United States University of California San Francisco Full time

    Job SummaryWe are seeking a highly skilled Strategic IT Portfolio Manager to drive excellence in the University of California, San Francisco's (UCSF) IT portfolio management capability. This is a unique opportunity to lead a team and make a significant impact on the university's mission and vision.About UCSFThe University of California, San Francisco is a...


  • San Francisco, California, United States Niantic Inc Full time

    Niantic Inc. OverviewWe are a global leader in augmented reality and spatial computing, empowering developers to build immersive experiences. Our platform has enabled the creation of popular games like Pokémon GO, Ingress, and Pikmin Bloom.Salary: $204,300 - $227,000 per year + bonus + equity + benefitsJob Description:Business Development Lead RoleAs an...