Equity Research Associate

Capital Group•Los Angeles, CA

4d•$141,648 - $264,296•Hybrid

About The Position

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.

Requirements

Extensive experience with detailed financial modeling and fundamental analysis.
Experience working with sell-side firms and industry consultants.
Experience utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to generate insightful analysis.
2+ years of experience in a related field (equity research, investment banking, consulting, accounting or other).
Passion for 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.
Bachelor’s degree in finance, economics, STEM or a relevant field of study.

Nice To Haves

Knowledge of Industrials is a plus but not required.
Familiarity with programming languages (Python, SQL), LLMs, data visualization tools (Tableau, PowerBI) and data platforms is a plus, but not necessary.

Responsibilities

Conduct bottom-up fundamental research and analysis to drive investment decisions.
Partner with Investment Professionals on their coverage to generate investment ideas and monitor holdings.
Research and analyze companies and related industries.
Perform financial modeling.
Draft reports.
Facilitate meetings with management teams, sell-side firms, and industry experts.
Contribute to the investment process.
Work on projects with growing complexity over time.
Receive direction and mentorship from experienced investment professionals.
Support a diverse coverage universe that includes small- and mid-cap companies.
Develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
Collaborate and develop/maintain relationships both inside and outside the organization.
Be 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.