Senior Associate, Financial Services Investment & Policy

Job Description: We are seeking a Senior Associate with specialized expertise in financial services policy. Senior Associates are responsible for developing unique investment ideas grounded in rigorous policy analysis for our client base, which includes capital market and private equity investors. They interact regularly with politicians, regulators, and other policymakers, as well as investors across the U.S. financial services sector. The ideal candidate will bring at least two years of relevant professional experience, exceptional analytical skills, creativity, and a demonstrated interest in both policy and financial markets. A successful Senior Associate will be a highly qualified professional able to take ownership of projects, provide differentiated insights, and thrive in Capstone's intense but rewarding, meritocratic environment. Key Responsibilities Develop value-oriented investment ideas through deep policy and market analysis Clearly articulate differentiated viewpoints backed by robust research Engage with policymakers, regulators, and industry leaders to assess policy developments Collaborate with clients to deliver actionable insights on the U.S. financial services sector Manage multiple workstreams independently while contributing to team-wide initiatives Qualifications Intelligence and creativity in problem-solving Strong analytical and critical thinking skills Ability to express opinions clearly in both written and verbal formats Client servicing and interpersonal skills, with experience engaging senior stakeholders Proven ability to develop high-quality, differentiated investment ideas Self-motivation and ability to thrive in a fast-paced, independent work environment Passion for combining policy and politics with investing Requirements Bachelor's degree required; advanced degree preferred but not required At least two years of experience in consulting, investment banking, policy analysis, or a related field High academic achievement Strong proficiency in MS Excel; familiarity with other analytical tools a plus Must be a U.S. citizen or permanent resident, eligible to work without sponsorship 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 LLC