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.
The ideal candidate will bring at least one year of relevant professional experience, strong analytical and communication skills, intellectual curiosity, and a demonstrated interest in the intersection of policy and financial markets. Successful Associates will be highly motivated professionals who are eager to develop expertise, contribute thoughtful insights, and thrive in Capstone’s intense but rewarding, meritocratic environment.
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
