Equity Analyst - Consumer/Retail
Rockefeller Financial, New York, NY, United States
VantageRock Equity Analyst 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 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. Responsibilities include: 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 include: 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 Skills include: 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 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. Rockefeller Capital Management 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.
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 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. Responsibilities include: 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 include: 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 Skills include: 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 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. Rockefeller Capital Management 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.