Equity Analyst - Financials

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