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Equity Research Associate

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Capital Group

18d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Consulting
    Banking & Finance
  • San Francisco
  • Quick Apply

AI generated summary

  • You have 2-5 years in equity research or related fields, strong fundamental analysis skills, financial modeling experience, teamwork ability, and a finance-related degree. Familiarity with programming is a plus.
  • You will conduct fundamental research, analyze companies, create financial models, draft reports, collaborate with investment teams, and engage with management and industry experts for investment insights.

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 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 have a proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
  • 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 have an inquisitive mind, demonstrating 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.

Responsibilities

  • As one of our FRG Associates, you will work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions. 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.

FAQs

What role will I have as an FRG Associate at Capital Group?

As an FRG Associate, you will collaborate with Investment Professionals to conduct bottom-up fundamental research and analysis, generate investment ideas, and monitor holdings.

What qualifications are required for this position?

A bachelor’s degree in finance, economics, STEM, or a relevant field of study is required, along with 2-5 years of experience in equity research, investment banking, consulting, or a related field.

What kind of skills are essential for this role?

Essential skills include financial modeling, fundamental analysis, effective communication, teamwork, and the ability to ask insightful questions and share perspectives.

Is there any requirement for travel in this position?

Yes, you should be available for occasional travel on research trips to meet with company management teams and investment professionals.

What tools or software familiarity is preferred for applicants?

Familiarity with programming languages like Python, SQL, R, data visualization tools such as Tableau or PowerBI, and data platforms like Amazon S3, Snowflake, or Databricks is a plus but not necessary.

What is the salary range for this position in Southern California?

The base salary range in Southern California is $136,858 to $218,973.

Will I receive any bonuses in addition to my salary?

Yes, you will be eligible for an individual annual performance bonus, an annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.

Are there opportunities for mentorship in this role?

Yes, you will receive direction and mentorship from experienced investment professionals as you work on projects of growing complexity.

Is Capital Group an equal opportunity employer?

Yes, Capital Group is an equal opportunity employer and complies with all federal, state, and local laws prohibiting discrimination in employment decisions.

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Capital Group

Finance
Industry
5001-10,000
Employees
1931
Founded Year

Mission & Purpose

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing. *** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group.

Benefits

  • Compensation

    In addition to offering a highly competitive base salary, we give two annual bonuses to our associates. The first bonus is based on performance and the second is based on company profitability. These two bonuses, your annual raise and our 15% retirement contribution add up to so much more than a simple paycheck. Year over year, you'll have the opportunity to see your salary not only grow, but grow exponentially.

  • Retirement

    Every year, we put the equivalent of 15% of your salary and bonuses into a retirement account for you. To be clear, that's not money you've chosen to deduct from your paycheck. That's in addition to your paycheck.

  • Life, accident and travel insurance

    We sponsor life insurance and offer additional life insurance, personal accident and business travel insurance as well.

  • Commuter savings

    We offer commuting and/or parking incentives to take public transportation, carpool, walk or cycle to work.