Equity Analyst - Financials

About Rockefeller Capital Management

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.

Position

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.

In the analyst role, the candidate will focus on the Financials sector, conducting industry and company-specific research on a global basis in support of the firm’s investment strategies. The analyst will develop in-depth industry knowledge, perform maintenance coverage on existing positions, identify business inflections and attractive investment opportunities, understand the risk and return implications of ESG information, and make investment recommendations. Candidates should exhibit intellectual curiosity, effective communication skills, ability to work in a team environment, a passion for investing, and a desire to continuously uncover unique insights.

This role offers significant direct engagement with portfolio managers and influence on global portfolios, and the individual must be a collaborator willing to work closely with other members of the analyst team and portfolio managers. The role will also involve participating in meetings with company management teams, industry experts, sell-side research analysts, and other market participants.

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

Qualifications

• 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

Compensation Range

The anticipated base salary range for this role is $175,000 to $225,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

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.