Fundamental Research Group Associate (Financials)

Capital Group; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in the UK seeks a Fundamental Research Group (FRG) Associate to conduct detailed research and financial analysis. You will work closely with investment professionals, generating ideas and monitoring holdings. Ideal candidates have a background in equity research and exceptional analytical abilities. A bachelor’s degree in finance or a related field is required, along with strong communication and collaboration skills.

Benefits

Competitive salary

Annual performance bonus

Retirement plan with 15% contributions

Qualifications

• 2-5 years of experience in equity research, investment banking, consulting, or accounting.
• Knowledge in Banks and Diversified Financials sector.
• Ability to conduct detailed financial analysis and build financial models.

Responsibilities

• Collaborate with Investment Professionals to generate investment ideas.
• Conduct fundamental research and financial modeling.
• Facilitate meetings with management teams and industry experts.

Skills

Equity research

Financial modeling

Analytical skills

Communication skills

Team collaboration

Intellectual curiosity

Education

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

Tools

Python

SQL

R

Tableau

PowerBI

Job description

Overview

“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.

Responsibilities

As an FRG Associate, you will collaborate with Investment Professionals to generate investment ideas, monitor holdings, conduct bottom-up fundamental research and analysis, build financial models, draft reports, and facilitate meetings with management teams, sell-side firms and industry experts. You will contribute to the investment process and work on progressively more complex projects with guidance from experienced professionals.

Key Requirements

• You are passionate about a career in equity research with a strong interest in long-only investing.
• You have 2-5 years of experience in a related field (equity research, investment banking, consulting, accounting or other).
• You have Banks and Diversified Financials sector knowledge.
• You have a strong desire to continue to develop bottom-up fundamental research skills working in partnership with experienced investment professionals.
• 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 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.
• Familiarity with programming languages (Python, SQL, R), data visualization tools (Tableau, PowerBI) and data platforms (Amazon S3, Snowflake, Databricks) is a plus, but not necessary.

Compensation and Benefits

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.

* 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, 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.