Equity Research Associate (Oil and Gas)

$131,596 - $210,554/Yr

111 CRMC Capital Research & Mgmt - San Francisco, CA

Full-time - Entry Level

San Francisco, CA

About the position

As a Fundamental Research Group (FRG) Associate at Capital Group, you will collaborate with Investment Professionals to conduct in-depth fundamental research and analysis that informs investment decisions. This role involves generating investment ideas, monitoring holdings, and engaging with management teams and industry experts. You will develop your skills through mentorship and work on increasingly complex projects over time.

Responsibilities

• Conduct bottom-up fundamental research and analysis to drive investment decisions.
• Partner with Investment Professionals to generate investment ideas and monitor holdings.
• Research and analyze companies and related industries, including financial modeling and drafting reports.
• Facilitate meetings with management teams, sell-side firms, and industry experts.
• Contribute to the investment process as a key team member.

Requirements

• 2-5 years of experience in equity research, investment banking, consulting, accounting, or a related field.
• Experience covering Oil and Gas and proficiency in Enverus.
• Strong desire to develop bottom-up fundamental research skills in partnership with experienced professionals.
• Extensive experience with financial modeling and fundamental analysis.
• Ability to interpret information from various sources to generate insightful analysis.
• Strong teamwork skills and ability to collaborate effectively with others.
• Intellectual curiosity and analytical skills in financial markets and industry trends.
• Effective written and oral communication skills.
• Ability to develop and maintain relationships inside and outside the organization.
• Bachelor's degree in finance, economics, STEM, or a relevant field of study.

Nice-to-haves

• Familiarity with programming languages (Python, SQL, R).
• Experience with data visualization tools (Tableau, PowerBI).
• Knowledge of data platforms (Amazon S3, Snowflake, Databricks).

Benefits

• Highly competitive base salary with performance bonuses.
• Retirement plan with a 15% contribution from Capital Group.
• Individual annual performance bonus and annual profitability bonus.