Associate, Financial Services Investment & Policy

Job Description: We are seeking an Associate with an interest in financial services policy and financial markets. Associates support the development of differentiated investment ideas grounded in rigorous policy analysis for our client base, which includes capital market and private equity investors. They will work closely with senior team members and regularly engage with policymakers, regulators, industry leaders, and investors across the U.S. financial services sector. Key Responsibilities Conduct research and analysis on U.S. financial services policy, regulation, and markets Support the development of differentiated, value-oriented investment ideas Monitor and assess legislative, regulatory, and political developments and their implications for investors Synthesize complex information into clear, actionable insights for clients Engage with policymakers, regulators, industry experts, and other stakeholders to gather information and perspectives Contribute to client deliverables, presentations, and broader team research Manage assigned workstreams independently while collaborating closely with senior team members Develop expertise across key areas of the U.S. financial services sector. Qualifications Strong analytical and critical-thinking skills Intellectual curiosity and creativity in problem-solving Ability to communicate complex issues clearly in both written and verbal formats Strong research and writing capabilities Interest in financial markets, policy, and politics Ability to work effectively in a fast-paced, collaborative environment Self-motivated with strong attention to detail and a willingness to take ownership of work Client-service orientation and strong interpersonal skills Requirements Bachelor’s degree required; advanced degree preferred but not required At least one year of relevant professional experience in consulting, investment banking, policy analysis, financial services, government, economic research, or a related field High academic achievement Strong proficiency in MS Excel; familiarity with other analytical tools a plus Exposure to the U.S. financial services sector preferred Must be a U.S. citizen or permanent resident, eligible to work without sponsorship Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $60,000-$90,000 per annum with eligibility in Capstone's annual bonus pool. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington DC, New York City, Houston, London, Paris, Brussels and Mumbai, our work explores how policy affects companies, industries, and investments in the financial services, healthcare, energy, and technology, media, and telecommunications sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy. #J-18808-Ljbffr Capstone Enterprises LLC