Equity Analyst - Financials

Rockefeller Capital Management•New York, NY

About The Position

Rockefeller Capital Management is an independent financial advisory services firm established in 2018, with roots in the family office founded by John D. Rockefeller in 1882. It serves ultra- and high-net-worth individuals and families, institutions, and corporations. Rockefeller Global Investment Management (RGIM) provides investment capabilities, portfolio insights, and client solutions, including actively managed equity, fixed income, alternative, and customized strategies. The Equity Analyst will focus on the Financials sector, conducting global industry and company-specific research to support the firm’s investment strategies. The analyst will build in-depth industry knowledge, maintain coverage of existing positions, identify business inflections and investment opportunities, assess the risk and return implications of ESG information, and make recommendations. The role involves close collaboration with portfolio managers and the analyst team, as well as meetings with company management teams, industry experts, sell-side research analysts, and other market participants. The analyst will also use AI to enhance research and investment decision-making and provide client support for sales and marketing efforts.

Requirements

5–10 years of relevant experience.
Bachelor’s degree required.
Effective written and verbal communication skills, including the ability to convey information clearly.
Ability to work in a collaborative, high-performance environment.
Demonstrate integrity, responsibility, empathy, enthusiasm, and proactivity.
Strong intellectual curiosity and receptivity to fresh approaches to investing.
Passion for investing and desire to continuously uncover unique insights.

Nice To Haves

MBA or CFA preferred.
Foreign language skills are a plus.

Responsibilities

Conduct in-depth fundamental research on public companies in the Financials sector across geographies and market capitalizations, including analysis of industries and competitors.
Maintain research coverage of existing holdings.
Identify business inflections and attractive investment opportunities and make recommendations to the investment team.
Incorporate ESG factors into the research process.
Use AI to enhance research and investment decision-making.
Connect regularly and collaboratively with the Director of Research, portfolio managers, and other associates.
Interact with public and private company management teams and industry experts.
Attend conferences, conference calls, and analyst meetings.
Provide client support to assist sales and marketing efforts.