Vice President, Energy, Power & Utilities- Policy & Investment
Capstone is seeking a highly motivated Energy Analyst with specialized expertise in electricity, power generation, and utilities policy. This individual will develop differentiated investment ideas grounded in rigorous policy and regulatory analysis. The successful candidate will regularly engage with policymakers, regulators, and industry leaders, as well as institutional investors across the U.S. energy sector.
As part of Capstone's energy research team, you will analyze complex policy developments, evaluate their financial and strategic implications, and communicate your insights through clear, actionable investment theses. This is a unique opportunity to sit at the intersection of policy, markets, and investing, helping clients anticipate key inflection points in the evolving U.S. energy landscape.
Key Responsibilities
- Conduct in-depth policy and regulatory analysis across electricity, utilities, power generation, and grid infrastructure sectors
- Identify and articulate investment-relevant insights from legislative, regulatory, and market trends
- Build and maintain relationships with regulators, policymakers, industry stakeholders, and investors
- Develop and present equity research ideas and differentiated opinions supported by robust, data-driven analysis
- Collaborate with colleagues across Capstone's policy and research teams to provide comprehensive, cross-sector perspectives
- Produce high-quality written reports, policy briefings, and client presentations
Qualifications and Attributes
Ideal candidates will demonstrate :
Exceptional analytical and creative thinking skillsThe ability to form and clearly express independent, well-supported opinionsStrong communication and interpersonal skills for client engagementExcellent writing and presentation abilitiesA proven track record of self-motivation and independent project executionA genuine passion for connecting policy and politics with investingEducation and Experience Requirements
Bachelor's degree required; advanced degree preferred (e.g., in Public Policy, Economics, Finance, or Energy-related disciplines)Minimum 5 years of experience in equity research, consulting, investment banking, or policy analysis, ideally within the power and utilities or energy sectorDemonstrated expertise in electricity markets, power generation (renewable and conventional), grid regulation, and energy transition policyStrong Excel skillsMust be eligible to work in the U.S. without sponsorshipPreferred Background
Familiarity with regional transmission organizations (RTOs / ISOs) and utility regulatory frameworksBackground in equity research or policy-focused financial analysisBased in or open to relocation to Washington, D.C., New York, or HoustonWork Environment : In-person MondayThursday, flexible work-from-home Fridays Compensation : $135,000$170,000 base salary, plus eligibility for Capstone's annual bonus pool Benefits : Health, dental, and vision insurance; paid vacation; travel stipend; and 401(k) plan
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.