Financial Services Investment & Policy, Associate

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.

Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Key ResponsibilitiesConduct research and analysis on U.S. financial services policy, regulation, and marketsSupport the development of differentiated, value-oriented investment ideasMonitor and assess legislative, regulatory, and political developments and their implications for investorsSynthesize complex information into clear, actionable insights for clientsEngage with policymakers, regulators, industry experts, and other stakeholders to gather information and perspectivesContribute to client deliverables, presentations, and broader team researchManage assigned workstreams independently while collaborating closely with senior team membersDevelop expertise across key areas of the U.S. financial services sector
QualificationsStrong analytical and critical-thinking skillsIntellectual curiosity and creativity in problem-solvingAbility to communicate complex issues clearly in both written and verbal formatsStrong research and writing capabilitiesInterest in financial markets, policy, and politicsAbility to work effectively in a fast-paced, collaborative environmentSelf-motivated with strong attention to detail and a willingness to take ownership of workClient-service orientation and strong interpersonal skills
RequirementsBachelor’s degree required; advanced degree preferred but not requiredAt least one year of relevant professional experience in consulting, investment banking, policy analysis, financial services, government, economic research, or a related fieldHigh academic achievementStrong proficiency in MS Excel; familiarity with other analytical tools a plusExposure to the U.S. financial services sector preferredMust 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. xzbcwsv
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