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Capstone

Vice President, Energy, Power & Utilities- Policy & Investment

Capstone, Houston, Texas, United States, 77246

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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

Exceptional analytical and creative thinking skills

The ability to form and clearly express independent, well-supported opinions

Strong communication and interpersonal skills for client engagement

Excellent writing and presentation abilities

A proven track record of self-motivation and independent project execution

A genuine passion for connecting policy and politics with investing

Education 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 sector

Demonstrated expertise in electricity markets, power generation (renewable and conventional), grid regulation, and energy transition policy

Must be eligible to work in the U.S. without sponsorship

Preferred Background

Familiarity with regional transmission organizations (RTOs/ISOs) and utility regulatory frameworks

Background in equity research or policy-focused financial analysis

Based in or open to relocation to Washington, D.C., New York, or Houston

Seniority Level Mid-Senior level

Employment Type Full-time

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