Rockefeller Capital Management · 16 hours ago
Equity Analyst - Consumer/Retail
New York, NY
Full-time
Onsite
Entry, Mid Level
$125K/yr - $150K/yr
2+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. They are seeking an Equity Analyst to conduct in-depth fundamental research on companies and industries, particularly in the Consumer/Retail sector, and to make investment recommendations based on their findings.
Financial Services
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
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
Benefits
Health coverage
Vacation time
Paid leave
Retirement plan
And more
Company
Rockefeller Capital Management
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.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase