Equity Research Associate
$141.65k - $226.64kCapital Group
"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
"I can succeed as a Fundamental Research Group (FRG) Associate at Capital Group."
As one of our FRG Associates, you will work closely and collaborate withInvestment Professionals and peers to deliver valuableinsights and conduct bottom-up fundamental research and analysis that will driveinvestment decisions. You will partner withInvestment Professionals on their coverage to helpgenerateinvestmentideas and monitor holdings by researching and analyzing companies and relatedindustries, financial modeling, drafting reports, facilitating meetings with management teams,sell-side firmsandindustry experts, and working as a key contributorin theinvestment process. You will work on projects withgrowing complexity over time, receiving direction and mentorship from experiencedinvestment professionals.
We're seeking candidates with a broad equity research background and the ability to support a diverse coverage universe that includes small- and mid-cap companies. Knowledge of Industrials is a plus but not required.
"I am the person Capital Group is looking for."
You have extensive experience with detailed financial modeling and fundamental analysis, working withsell-side firms andindustry consultants, utilizing research tools, trade publications, onlinesources, regulatory filings, etc., andinterpreting thisinformation togenerateinsightful analysis.
You have 2+ years of experiencein a related field (equity research,investment banking, consulting, accounting or other).
You are passionate about a careerin equity research with astronginterestin long-onlyinvesting.
You have astrong desire to continue to develop bottom-up fundamental researchskills workingin partnership with experiencedinvestment professionals.
You have a proven ability to develop and maintain comprehensive charts and visualizations tosupport equity analysis and communicateinvestmentinsights effectively.
You thrivein teamsettings. You askgood questions, bounceideas off others and proactivelyshare your perspective.
You enjoy learning new things and can flex to varying workstyles and expectations.
You have aninquisitive mind, demonstratingintellectual curiosity and analyticalskillsin areas of high complexitysurrounding financial markets andindustry trends.
You applysound judgmentin resolving conceptually complex matters.
You apply effective written and oral communicationskills.
You collaborate and develop/maintain relationships bothinside and outside the organization.
You are available for occasional travel on research trips to meet with company management teams andinvestment professionals.
Youseek and view feedback as essential to learning andimprovement and areself-aware.
You have a bachelor'sdegreein finance, economics,STEMor a relevant field ofstudy.
You have familiarity with programming languages (Python, SQL), LLMs, data visualization tools (Tableau, PowerBI) and data platforms is a plus, but not necessary.
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $141,648-$226,637 San Francisco Base Salary Range: $165,185-$264,296 New York Base Salary Range: $150,155-$240,248In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
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. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$141.65k - $226.64k
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