Global Equity Analyst 45 Rock - NYC 5 New York, New York New York New York United States Global Equity Analyst

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 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 We are seeking a motivated individual to join as a Global Equity Analyst. This role involves conducting industry and company-specific research on a global scale to support the firm’s investment strategies. The Analyst will develop deep industry expertise, maintain coverage on existing positions, identify compelling investment opportunities, and assess sustainability risks and their impact on returns. The ideal candidate is curious, collaborative, and passionate about investing. Strong communication skills, a commitment to continuous learning, and the ability to thrive in a team environment are essential. This position also includes engaging with company management teams, industry experts, sell-side analysts, and other market participants to inform investment recommendations.

Responsibilities

• Conduct in-depth fundamental research on public companies within multiple sectors across geographies and market capitalizations, including analysis of the industry and competitors
• Maintain research coverage of existing holdings
• Generate insights to identify attractive investment opportunities and make recommendations to the investment team
• Incorporate sustainability risk factors into the research process
• 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 efforts

Qualifications

• 5+ 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 closely in a team environment
• Exhibit integrity, responsibility, empathy, enthusiasm and proactivity
• High levels of curiosity and receptivity to fresh approaches to investing
• Foreign language a plus

Compensation

Range The anticipated base salary range for this role is $115,000 to $130,000. 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.

• Conduct in-depth fundamental research on public companies within multiple sectors across geographies and market capitalizations, including analysis of the industry and competitors
• Maintain research coverage of existing holdings
• Generate insights to identify attractive investment opportunities and make recommendations to the investment team
• Incorporate sustainability risk factors into the research process
• 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 efforts
• 5+ years of relevant experience
• Bachelor’s degree required; MBA or CFA preferred

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