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About the Role

As a Fundamental Research Group (FRG) Associate at Capital Group, you will collaborate closely with Investment Professionals to deliver valuable insights and conduct bottom-up fundamental research and analysis that drives 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, performing financial modeling, drafting reports, facilitating meetings with management teams, sell-side firms and industry experts, and contributing to the investment process. You will work on projects with growing complexity over time, receiving direction and mentorship from experienced investment professionals. We are seeking candidates with a broad equity research background and the ability to support a diverse coverage universe that includes small- and mid-cap companies. Knowledge of Industrials is a plus but not required.

Responsibilities

Collaborate closely with Investment Professionals and peers to deliver valuable insights and conduct bottom-up fundamental research and analysis.
Partner with Investment Professionals on their coverage to help 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.
Act as a key contributor in the investment process.
Work on projects with growing complexity over time.
Receive direction and mentorship from experienced investment professionals.
Support a diverse coverage universe including small- and mid-cap companies.
Conduct research trips to meet with company management teams and 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, and regulatory filings.
Ability to interpret information to generate insightful analysis.
2+ 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.
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 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.
Seek and view feedback as essential to learning and improvement.
Self-aware.

Skills

Financial modeling
Fundamental analysis
Equity research
Data visualization
Written communication
Oral communication
Collaboration
Relationship building
Intellectual curiosity
Analytical skills
Programming languages (Python, SQL) - plus
LLMs - plus
Data visualization tools (Tableau, PowerBI) - plus

Location

Southern California
San Francisco
New York

Work Type

Hybrid

Experience Level

2+ years of experience in a related field

Education Level

Bachelor's degree in finance, economics, STEM or a relevant field of study

Salary/Compensations

Southern California Base Salary Range: $141,648-$226,637
San Francisco Base Salary Range: $165,185-$264,296
New York Base Salary Range: $150,155-$240,248

Benefits

Competitive salary
Bonuses
Benefits
Company-funded retirement contribution (factors in salary and variable pay, including bonuses)
Generous time-away
Health benefits from day one
Opportunity for flexible work options
2-for-1 matching gifts for charitable contributions
Opportunity to secure annual grants for charitable organizations
Access on-demand professional development resources

About the Company

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing.
Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day.
A career at Capital Group means having countless opportunities to explore, grow and succeed.

Equal Opportunity

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.
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.