Equity Analyst

1 month ago

New York, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

Position:

About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management is distinctively positioned to convene global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global equity, U.S. small cap equity, and sustainable investing experience, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to delivering innovative investment solutions and responsive client services. As of December 31, 2023, Rockefeller Asset Management has approximately $13.3 billion in assets under supervision.

Position
In the analyst role, the candidate will focus on the Technology sector, conduct industry and company-specific research on a global basis in support of the firms investment strategies. The analyst will develop in-depth industry knowledge, perform maintenance coverage on existing positions, identify attractive investment opportunities, understand the risk and return implications of ESG information, and make investment recommendations. The individual must be a team player willing to work closely with other members of the analyst team and portfolio managers. Candidates should exhibit curiosity, strong communication skills, ability to work in a team environment, a passion for investing, and a desire to continuously learn. The role will also involve participating in meetings with company management teams, industry experts, sell-side research analysts, and other market participants.

Responsibilities:
  • Conduct in-depth fundamental research on public companies within the Technology sector across geographies and market capitalizations, including analysis of the industry and competitors
  • Maintain research coverage of existing holdings
  • Generate insights to identify attractive investment opportunities and make recommendations to the investment team
  • Incorporate ESG factors into the research process
  • Connect regularly with the Director of Research, portfolio managers and other associates in a collaborative manner
  • Interact with public/private company management teams and industry experts
  • Attend conferences/conference calls and analyst meetings
  • Provide client support to assist sales and marketing efforts
Qualifications:
  • 3-7 years of relevant experience
  • Bachelors degree required; MBA or CFA preferred
Skills:
  • Effective communication skills and the ability to convey information clearly in written and verbal form
  • Ability to work closely in a team environment
  • Exhibit integrity, responsibility, empathy, enthusiasm and proactivity
  • High levels of curiosity and receptivity to fresh approaches to investing
  • Foreign language a plus


Compensation Range:

The anticipated base salary range for this role is $125,000 to $150,000. Base salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. ?

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, Rockefeller) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (protected characteristics).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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