Carson first joined Capstone as a sales intern throughout the summer before his senior year at Amherst College. After graduating with a B.A. in economics, Carson saw that Capstone was growing, and wanted to be a part of it–so he returned to Capstone as a sales associate.
WHAT DOES YOUR JOB ENTAIL?
The main objective of my job is to grow and maintain relationships with our hedge fund clients. To do this, I work to match their investment objectives and mandates with our research and events, and I make sure our clients and prospects see the value that Capstone can provide to them every day.
HOW WOULD YOU DESCRIBE AN AVERAGE WORKDAY?
My average day starts by scanning several different news sources to see if any important developments to our coverage areas had taken place since the day prior. Then I’ll chat with analysts, sharing client feedback and learning about their research and ideas that I’ll be sharing with clients. Most of the day is then focused on connecting clients and prospects to our analysts and research, in hopes of providing value on topics that clients care about.
WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE?
I really enjoy that my role requires that I stay very updated on financial markets, news, and current events. There are infinite things that could be moving the securities our clients are invested in on a given day–the more you know about what’s going on, the more effective you can be.
HOW DOES YOUR TEAM INTERACT WITH OTHER TEAMS AT CAPSTONE?
Capstone is a client-focused firm first and foremost. We work with research in trying to understand what our clients care about specifically and on maintaining positive relationships with clients. We work with outreach to make sure we are putting on events that our clients will find valuable and helpful.
WHAT IS AN EXCITING PROJECT YOU WORKED ON RECENTLY?
I’ve always found our coverage of opioids and PFAS litigation very interesting. Companies have amassed large potential liabilities dispensing or distributing their products; there are numerous cases against companies in both spaces; and many times we find that the markets are not pricing the potential negatives to these companies appropriately.
Interested in a role like Carson’s? See our current openings.