Asset Management - Associate Equity Analyst

DEPARTMENT: Rockefeller Asset ManagementPOSITION TITLE: Associate Equity AnalystMANAGER: Associate Director of Research & Client Portfolio ManagerLOCATION: New York, New York
About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. Headquartered in New York City, the Firm also has over twenty offices across the United States.Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 139-year history of excellence in global family office and investment management of the Rockefeller family.
About Rockefeller Asset ManagementRockefeller Asset Management (RAM), a division of Rockefeller Capital Management L.P., offers global, U.S., non-U.S., and environmental, social and governance (ESG) equity strategies, as well as a range of tax-exempt and taxable fixed income strategies, serving institutions, high net-worth individuals and families. With over 30 years of experience in global investing, we pair our distinctive worldview and long-term investment horizon with thorough fundamental research combining traditional and ESG-integrated and non-traditional analysis. We offer strategies that seek to outperform benchmarks over multiple market cycles, driven by a disciplined investment process in a highly collaborative team culture. As of December 31, 2020, Rockefeller Asset Management had $11.2B in assets under management.PositionOversee an industry sector to identify its most attractive investment opportunities on a global basis. Stock ideas can be generated through a variety of channels including screening, networking, conferences and company visits. Perform in-depth fundamental research and analysis to justify the case for investment.Responsibilities
  • Perform in-depth integrated fundamental and ESG research to justify the case for investment
  • Coverage maintenance
  • Keep analysis current on global portfolio holdings, as well as watch list holdings
o Prepare earnings models, summary “SWOT” analysiso Build out industry and coverage knowledge
  • Client support
o Assist with investment management relationships in areas such as sales and marketing, as well as ongoing reporting
  • Maintain and update models on existing portfolio holdings
  • Recommend and invest in equities that have the potential to appreciate over time by utilizing a fundamental approach to stock selection with an emphasis on discounted cash flow analysis.
  • Maintain watch list of investment ideas under consideration; screen for relevant research, calls or meetings for these
  • Research and evaluate current and potential companies, competitors, suppliers and regulatory agencies, while staying up to date on material ESG issues
  • Attend conferences/conference calls and analyst meetings
  • Remain current with market conditions and stay informed of research and information regarding Company’s holdings.
  • Bachelor’s degree with a concentration in Economics, Business or Finance. Completion of the CFA program or a Master’s in Business Administration, preferred.
  • 2+ years’ experience in asset management.
  • Strong analytical and technical skills
  • Strong oral and written communication skills
  • Attention to detail
  • Ability to work independently and as part of a team
  • Prompt follow up and responsiveness, and ability to manage multiple tasks
  • Working knowledge of Microsoft Excel, Word, Power Point, Access, FactSet and Bloomberg
Salary Range
$66,000.00 - 116,000.00
per Year
Salary range estimated by
New York, NY 10020, US
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