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About the Role
The analyst will focus on the Financials sector, conducting global industry and company-specific research to support the firm’s investment strategies. This role offers significant engagement with portfolio managers and influence on global portfolios, requiring collaboration with the analyst team and portfolio managers. Responsibilities include participating in meetings with company management, industry experts, and sell-side analysts.
Responsibilities
- Conduct in-depth fundamental research on public companies within the Financials sector across geographies and market capitalizations, including analysis of the industry and competitors
- Maintain research coverage of existing holdings
- Generate insights to identify business inflections and attractive investment opportunities to make recommendations to the investment team
- Incorporate ESG factors into the research process
- Embraces AI as a tool to enhance research and investment decision-making
- 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 effort
Requirements
- 5-10 years of relevant experience
- Bachelor’s 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 in a collaborative, high-performance environment
- Exhibit integrity, responsibility, empathy, enthusiasm and proactivity
- Strong intellectual curiosity and receptivity to fresh approaches to investing
- Foreign language a plus
Experience Level
- 5-10 years
Education Level
- Bachelor's degree
- MBA preferred
- CFA preferred
Salary/Compensations
- $175,000 to $225,000
Benefits
- Comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
About the Company
- 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 37 markets throughout the United States, as well as an office in London. The Firm oversees $236 billion in client assets as of September 30, 2026.
- Rockefeller Global Investment Management (RGIM) provides institutions, financial advisors, and individuals with access to premier investment capabilities, independent portfolio insights, and sophisticated client solutions. Through its integrated Investments, Office of the CIO, and Client Solutions teams, RGIM delivers actively managed equity, fixed income, alternative, and customized investment strategies grounded in rigorous research, disciplined portfolio construction, and a long-term perspective. With approximately $20 billion in assets under management, RGIM Investments seeks to generate differentiated outcomes through high-conviction investing, thoughtful risk management, and deep fundamental research across global markets.
Equal Opportunity
- 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.