Capstone ยท 3 hours ago
Financial Services Investment & Policy, Senior Associate
Washington, DC
Full-time
Onsite
Entry, Mid Level
2+ years expCapstone is seeking a Senior Associate with specialized expertise in financial services policy. The role involves developing unique investment ideas through rigorous policy analysis and engaging with policymakers and investors in the U.S. financial services sector.
AdviceProfessional Services
No H1B
U.S. Citizen Only
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
Qualification
Required
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
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
Company
Capstone
Capstone is a policy analysis and regulatory due diligence firm.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-11-04
2025-09-02
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