Apply on Employer Site

Rockefeller Capital Management · 1 day ago

Equity Analyst - Consumer/Retail

New York, NY

Full-time

Onsite

Entry, Mid Level

$125K/yr - $150K/yr

2+ years exp

Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018, with a rich history dating back to 1882. They are seeking an Equity Analyst to join VantageRock, their hedge fund strategy, focusing on fundamental research and investment recommendations in the Consumer/Retail sector.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Conduct in-depth fundamental research on companies and industries

Interact with company management teams and industry experts

Attend conferences/conference calls and analyst meetings for the purpose of better understanding the companies and industries that you follow

Carry out quarterly earnings previews and post-quarter write-ups for all relevant companies in the portfolio

Write up relevant news in the sector each morning before our morning call

Conduct financial modeling and valuation analysis, write up investment theses and discuss findings with colleagues

Generate high conviction conclusions and make investment recommendations to the Portfolio Manager and the team

Connect regularly with VantageRock co-founders as well as other colleagues in a collaborative manner

Qualification

Equity ResearchConsumer/Retail experienceFinancial modelingValuation analysisIndependent thinkingHigh level of curiosityAnalytical skillsWork ethicEffective communicationTeamwork

Required

Bachelor's degree with strong academic performance is required

At least 2-4 years of experience as an Equity Research Analyst at a sell-side research firm, hedge fund, or long-only investment firm

Prior experience in Consumer/Retail is required

Independent thinking

High level of curiosity

Willingness to challenge conventional wisdom and comfort in taking a contrarian views when appropriate

Openness to changing your mind when theses do not play out as anticipated

Strong work ethic

Demonstrated passion for investing in the stock market

Strong analytical skills

Effective communication skills and the ability to convey information clearly in written and verbal form

Ability to work well in a small team environment

Exhibit integrity, responsibility, empathy, enthusiasm and proactivity

Benefits

Health coverage

Vacation time

Paid leave

Retirement plan

And more

Company

Rockefeller Capital Management

Glassdoor4.2

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.

Founded in 2018

New York, New York, US

1001-5000 employees

https://www.rockco.com/

H1B Sponsorship

Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (6)

2023 (2)

2022 (2)

2021 (3)