Associate, Financial Services Investment & Policy

Capstone Enterprises LLC; Washington (District of Columbia); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Paid vacation

Travel stipend

401(k)

Job summary

Capstone Enterprises LLC seeks an Associate with an interest in financial services policy and markets. You will support differentiated investment ideas grounded in rigorous policy analysis for our investor client base, working with senior team members and engaging with policymakers and regulators across the U.S.

financial services sector. Responsibilities include researching policy, regulation, and markets; developing value-oriented ideas; synthesizing information into actionable client

Qualifications

• Bachelor’s degree required; advanced degree preferred but not required.
• Strong analytical and writing capabilities.
• Experience in consulting, investment banking, policy analysis, or related field is valued.

Responsibilities

• Conduct research and analysis on U.S. financial services policy, regulation, and markets.
• Support development of differentiated, value-oriented investment ideas.
• Monitor legislative, regulatory, and political developments and their implications for investors.
• Synthesize complex information into clear, actionable client insights.
• Engage with policymakers, regulators, industry experts, and other stakeholders.
• Contribute to client deliverables, presentations, and team research.
• Manage assigned workstreams independently with senior team collaboration.
• Develop expertise across key areas of the U.S. financial services sector.

Skills

Analytical thinking

Problem solving

Written & verbal communication

Research skills

Policy & financial markets interest

Team collaboration

Attention to detail

Client-service orientation

Education

Bachelor’s degree

Advanced degree preferred

Tools

MS Excel

Analytical tools

Job description

Job Description: We are seeking an Associate with an interest in financial services policy and financial markets. Associates support the development of differentiated investment ideas grounded in rigorous policy analysis for our client base, which includes capital market and private equity investors. They will work closely with senior team members and regularly engage with policymakers, regulators, industry leaders, and investors across the U.S. financial services sector.

Key Responsibilities

• Conduct research and analysis on U.S. financial services policy, regulation, and markets
• Support the development of differentiated, value-oriented investment ideas
• Monitor and assess legislative, regulatory, and political developments and their implications for investors
• Synthesize complex information into clear, actionable insights for clients
• Engage with policymakers, regulators, industry experts, and other stakeholders to gather information and perspectives
• Contribute to client deliverables, presentations, and broader team research
• Manage assigned workstreams independently while collaborating closely with senior team members
• Develop expertise across key areas of the U.S. financial services sector.

Qualifications

• Strong analytical and critical-thinking skills
• Intellectual curiosity and creativity in problem-solving
• Ability to communicate complex issues clearly in both written and verbal formats
• Strong research and writing capabilities
• Interest in financial markets, policy, and politics
• Ability to work effectively in a fast-paced, collaborative environment
• Self-motivated with strong attention to detail and a willingness to take ownership of work
• Client-service orientation and strong interpersonal skills

Requirements

• Bachelor’s degree required; advanced degree preferred but not required
• At least one year of relevant professional experience in consulting, investment banking, policy analysis, financial services, government, economic research, or a related field
• High academic achievement
• Strong proficiency in MS Excel; familiarity with other analytical tools a plus
• Exposure to the U.S. financial services sector preferred
• Must be a U.S. citizen or permanent resident, eligible to work without sponsorship

Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k).

The expected compensation for this role will be $60,000-$90,000 per annum with eligibility in Capstone's annual bonus pool.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington DC, New York City, Houston, London, Paris, Brussels and Mumbai, our work explores how policy affects companies, industries, and investments in the financial services, healthcare, energy, and technology, media, and telecommunications sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.