Equity Research Associate

About the role

At Capital Group, we foster a culture where you can be yourself at work. We value your talents, traditions, and uniqueness and are committed to building a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. Our core values—Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community—guide everything we do. With more than 9,000 associates in 30+ offices worldwide, we have spent nine decades improving people’s lives through successful investing.

Responsibilities

• Work closely and collaborate with Investment Professionals and peers to deliver valuable insights and conduct bottom‑up fundamental research and analysis that drives investment decisions.
• Partner with Investment Professionals on their coverage to help generate investment ideas and monitor holdings by researching and analyzing 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, working on projects of growing complexity while receiving direction and mentorship from experienced investment professionals.
• Support a diverse coverage universe that includes small‑ and mid‑cap companies; knowledge of Industrials is a plus but not required.

Requirements

• Bachelor’s degree in finance, economics, STEM or a relevant field of study.
• 2+ years of experience in a related field (equity research, investment banking, consulting, accounting or other).
• 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.
• Proven ability to develop and maintain comprehensive charts and visualizations to support equity analysis and communicate investment insights effectively.
• Strong desire to continue developing bottom‑up fundamental research skills in partnership with experienced investment professionals.
• Passionate about a career in equity research with a strong interest in long‑only investing.