Equity Analyst

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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

VantageRock Capital is the hedge fund strategy within Rockefeller's Asset Management business. VantageRock Capital is a fundamental-based, U.S. focused, multi-sector long/short equity hedge fund strategy. It typically runs with low net exposure and is focused on investing in stocks that it believes have asymmetric risk/reward and strong alpha generation. VantageRock is led by Avery Sheffield, and she and her team are focused on generating alpha and delivering compelling performance.

VantageRock is seeking an Equity Analyst to join their growing team. We are looking for a candidate who has a deep curiosity about the world and a strong passion for investing. Candidates are required to have at least 2-4 years of experience as an Equity Research Analyst at either a sell-side research firm, hedge fund, or long-only investment firm. Prior experience in either Industrials/Energy or Consumer/Retail is required for this role. The Equity Analyst will work directly with co-founders Avery Sheffield and Dan Rosenthal as well as their team of Equity Analysts.

Application process: Candidates should submit a resume and have the option of submitting a cover letter. The cover letter should briefly describe your background, why you are applying for the position, and why you believe you have the skill set to be successful in the position. If you have an area of expertise and/or particular knowledge of or experience in a particular sector, please include that as well.

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

Qualifications

• 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 either Industrials/Energy or Consumer/Retail is required

Skills

• 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

Compensation Range

The anticipated base salary range for this role is $125,000 to $150,000. 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.