Fundamental Equity Research Associate

Capital Group; San Francisco (CA); On-site; USD 165,000 - 264,000; Full time

Job summary

Capital Group in San Francisco is seeking a Fundamental Research Group Associate to join our equity research team. You will work with Investment Professionals to deliver bottom-up analysis, build models, and generate investment ideas across a diverse coverage universe including small- and mid-cap names.

The role emphasizes collaboration, communication, travel for research trips, and ongoing development in data tools (Python/SQL, Tableau/PowerBI).

Qualifications

• 2+ years of experience in equity research, investment banking, consulting, accounting or related fields.
• Bachelor’s degree in finance, economics, STEM or a related field.
• Strong financial modeling and bottom-up fundamental analysis skills.
• Familiarity with Python and SQL; data visualization tools (Tableau, PowerBI) a plus.
• Experience collaborating with Investment Professionals and external advisors.
• Ability to develop charts/visualizations to communicate insights.
• Willingness to travel for research trips.
• Excellent written and verbal communication.

Responsibilities

• Deliver bottom-up fundamental research to drive investment decisions.
• Research and analyze companies and related industries.
• Build and maintain financial models.
• Draft reports and facilitate meetings with management teams and sell-side firms.
• Collaborate with Investment Professionals on coverage and ideas.
• Develop charts and visualizations to communicate insights.

Skills

Financial modeling

Fundamental analysis

Equity research

Python

SQL

Data visualization

Education

Bachelor’s degree in finance, economics, STEM or related field

Tools

Python

SQL

Tableau

PowerBI

Job description

Capital Group in San Francisco is seeking a Fundamental Research Group Associate to join our equity research team. You will work with Investment Professionals to deliver bottom-up analysis, build models, and generate investment ideas across a diverse coverage universe including small- and mid-cap names.

The role emphasizes collaboration, communication, travel for research trips, and ongoing development in data tools (Python/SQL, Tableau/PowerBI).