Teams at Capstone

Conduct research and analysis on U.S. financial services policy, regulation, legislation, politics, and markets. Develop investment ideas, assess implications for investors, synthesize complex information into actionable client insights, engage with policymakers and industry stakeholders, and contribute to presentations and research deliverables. Associates independently manage workstreams while collaborating with senior team members and building sector expertise.

Develop investment ideas for financial services investors through rigorous policy and market analysis. The role involves researching policy developments, engaging with policymakers and industry leaders, delivering actionable client insights, articulating differentiated viewpoints, and independently managing multiple workstreams. Candidates need strong analytical, communication, stakeholder engagement, and investment research skills, plus proficiency in MS Excel.

Lead business development to identify, cultivate, and close private equity clients investing in the energy sector; build senior relationships; develop account strategies; monitor deal activity across energy subsectors; collaborate with analysts and represent the firm at industry events.