Equity Research Associate

7 hours ago

San Francisco, California, United States Capital Group Full time
About the Role

We are seeking a highly motivated and detail-oriented Equity Research Associate to join our Fundamental Research Group at Capital Group. As a key member of our team, you will work closely with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions.

Key Responsibilities
  • 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.
  • Work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.
  • Develop and maintain relationships with industry experts, sell-side firms, and other stakeholders to gather information and insights.
  • Conduct financial modeling, fundamental analysis, and data analysis to generate insightful analysis and recommendations.
  • Communicate complex ideas and findings effectively through written and oral reports, presentations, and meetings.
Requirements
  • 2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
  • Experience covering Oil and Gas along with being proficient in Enverus.
  • Strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
  • 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.
  • Excellent analytical and problem-solving skills, with the ability to think critically and creatively.
  • Strong written and oral communication skills, with the ability to communicate complex ideas effectively.
  • Ability to work in a team environment, with a strong desire to collaborate and develop/maintain relationships both inside and outside the organization.
  • Availability for occasional travel on research trips to meet with company management teams and investment professionals.
  • 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.
What We Offer

Capital Group offers a highly competitive base salary, individual annual performance bonus, plus Capital's annual profitability bonus, plus a retirement plan where Capital contributes 15% of your eligible earnings. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.

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