Fundamental Research Group Associate (Financials)
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Overview
As an FRG Associate, you will work closely 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, building financial models, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and contributing as a key member of the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals.
Responsibilities
* Collaborate with Investment Professionals to generate ideas and monitor holdings through bottom-up fundamental research and analysis.
* Research and analyze companies and related industries; build financial models; draft reports.
* Facilitate meetings with management teams, sell-side firms and industry experts.
* Contribute as a key member of the investment process; take on projects with increasing complexity under mentorship.
Qualifications
* You are passionate about a career in equity research with a strong interest in long-only investing.
* 2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
* Knowledge of Banks and Diversified Financials sector.
* A strong desire to continue developing bottom-up fundamental research skills, in partnership with experienced investment professionals.
* Extensive experience with detailed financial modeling and fundamental analysis, working with sell-side firms and industry consultants, using research tools, trade publications, online sources, regulatory filings, etc., and translating this information into insightful analysis.
* Proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
* Team-oriented; asks good questions, shares ideas, and proactively contributes.
* Curious and adaptable; able to learn quickly and adjust to varying work styles and expectations.
* Strong analytical skills and intellectual curiosity about financial markets and industry trends; exercises sound judgment on complex matters.
* Effective written and oral communication skills; able to convey complex ideas clearly.
* Ability to collaborate and maintain relationships inside and outside the organization.
* Willingness to travel occasionally for research trips to meet with company management teams and investment professionals.
* Open to feedback and committed to learning and self-improvement.
* Bachelor's degree in finance, economics, STEM or a relevant field.
* Familiarity with programming languages (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus, but not required.
Compensation and Benefits
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you will also be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of eligible earnings. You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above-mentioned compensation and benefit plans.
Equal Employment Opportunity
We are an equal opportunity employer, complying with all federal, state and local laws that prohibit discrimination in employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, 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 applicable law.
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