We are seeking a Senior Associate with specialized expertise in financial services policy. Senior Associates are responsible for developing unique investment ideas grounded in rigorous policy analysis for our client base, which includes capital market and private equity investors. They interact regularly with politicians, regulators, and other policymakers, as well as investors across the U.S. financial services sector.
The ideal candidate will bring at least two years of relevant professional experience, exceptional analytical skills, creativity, and a demonstrated interest in both policy and financial markets. A successful Senior Associate will be a highly qualified professional able to take ownership of projects, provide differentiated insights, and thrive in Capstone’s intense but rewarding, meritocratic environment.
Responsibilities:
Develop value-oriented investment ideas through deep policy and market analysis
Clearly articulate differentiated viewpoints backed by robust research
Engage with policymakers, regulators, and industry leaders to assess policy developments
Collaborate with clients to deliver actionable insights on the U.S. financial services sector
Manage multiple workstreams independently while contributing to team-wide initiatives
Qualifications:
Intelligence and creativity in problem-solving
Strong analytical and critical thinking skills
Ability to express opinions clearly in both written and verbal formats
Client servicing and interpersonal skills, with experience engaging senior stakeholders
Proven ability to develop high-quality, differentiated investment ideas
Self-motivation and ability to thrive in a fast-paced, independent work environment
Passion for combining policy and politics with investing
Requirements:
Bachelor’s degree required; advanced degree preferred but not required
At least two years of experience in consulting, investment banking, policy analysis, or a related field
High academic achievement
Strong proficiency in MS Excel; familiarity with other analytical tools a plus
Must be a U.S. citizen or permanent resident, eligible to work without sponsorship
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 characteristic protected by law
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 characteristic protected by law.
Top Skills
What We Do
Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.
