Job details

Fundamental Research Associate (Equities)

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 the Investment Group and peers to deliver valuable insights, research data, and analysis that will be used to help inform investment decisions. Daily responsibilities include financial modeling, researching companies and related industries, facilitating meetings with management teams, sell-side firms and industry specialists, and working as a partner in the investment process. You will work on projects and tasks with growing complexity, seeking direction and guidance from senior leaders as appropriate. You can self-direct and take an interest in professional development, attending trainings and conferences, and identifying skills needed to strengthen your financial acumen, technical capabilities, and research fundamentals.

“I am the person Capital Group is looking for.”

You have a bachelor’s degree in finance, economics, STEM or a relevant field of study.
You're passionate about a career in equity research with a strong interest in investing.
You have extensive experience with financial modeling and fundamental analysis, working with sells-side firms and industry consultants, utilizing research tools, trade publications, online sources, regulatory filings, etc., and interpreting this information to effectively tell a story.
You have a strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
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 demonstrate 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 work independently on projects by asking relevant questions and using sound judgment to identify appropriate resources, and determine appropriate analytical framework.
You apply effective written and oral communication skills with a diverse group of associates in addition to individuals outside the organization.
You collaborate and develop/maintain relationships inside and outside the organization to enable effective completion of business objectives.

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San Francisco Base Salary Range: $138,183-$221,093

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits

here

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, 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 federal, state or local law.

Capital Group Glassdoor Company Review

4.2