Equity Research Associate (Financials)

Capital Group•New York, NY

About The Position

“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 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. We’re seeking candidates with demonstrated experience analyzing banks (ideal) and financial services. In addition to deepening coverage in these areas, the role requires flexibility to support research across other sectors. “I am the person Capital Group is looking for.” 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 experience covering banks (ideal) or Diversified Financials sectors. You have 2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other). You are passionate about a career in equity research with a strong interest in long-only investing. You have a strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals. 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 seek and view feedback as essential to learning and improvement and are self-aware. You have a bachelor’s degree in finance, economics, STEM or a relevant field of study. 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.

Requirements

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
experience covering banks (ideal) or Diversified Financials sectors
2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other)
passionate about a career in equity research with a strong interest in long-only investing
strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals
proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively
thrive in team settings
ask good questions, bounce ideas off others and proactively share your perspective
enjoy learning new things and can flex to varying work styles and expectations
inquisitive mind, demonstrating intellectual curiosity and analytical skills in areas of high complexity surrounding financial markets and industry trends
apply sound judgment in resolving conceptually complex matters
apply effective written and oral communication skills
collaborate and develop/maintain relationships both inside and outside the organization
available for occasional travel on research trips to meet with company management teams and investment professionals
seek and view feedback as essential to learning and improvement and are self-aware
bachelor’s degree in finance, economics, STEM or a relevant field of study

Nice To Haves

familiarity with programming languages (Python, SQL), LLMs, data visualization tools (Tableau, PowerBI) and data platforms

Responsibilities

deliver valuable insights and conduct bottom-up fundamental research and analysis that will drive investment decisions
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