Research Analyst

Rocaton Investment Advisors, LLC (Rocaton) is a nationally recognized 100% employee-owned, full-service institutional investment consulting firm based in Norwalk, CT. Rocaton was founded in April, 2002 by 16 experienced investment professionals who all previously worked together. Our partners have, on average, more than 15 years of industry experience. We currently advise clients that collectively have more than $225 billion in assets. Rocaton’s clients include large corporate retirement plans, endowments, insurance companies, and financial intermediaries.
Rocaton is looking for Research Analysts to join its growing team. These Research Analysts will work with other consulting and research professionals within Rocaton to advise clients on investment manager selection and strategies. Research Analysts will have focus in one of the following areas depending on prior experience including:
•Equity investment manager research, covering strategies such as U.S. equity, international equity and emerging markets equity
•Alternative investments investment manager research, covering strategies such as private equity, venture capital, real estate and hedge funds
Responsibilities include generating and evaluating quantitative and qualitative data in support of the investment manager and investment strategy evaluation process. In addition, Research Analysts will also participate in the process of interviewing investment managers and will create written deliverables outlining Rocaton’s observations and opinions of these managers.
REQUIREMENTS
These positions require individuals with quantitative aptitude, detail orientation, strong excel skills, and a genuine interest in investments. Strong written skills, the ability to manage multiple projects and the desire to interact with clients and other investment professionals is also required. Three to six years of experience preferred. Candidates must have a bachelor’s degree; MBA/CFA is a plus. These positions have excellent growth potential and provide an opportunity to immediately contribute to Rocaton’s success. Rocaton offers a comprehensive benefits package and salary commensurate with experience.
Please send us your cover letter, resume and salary requirements via email to: [Click here for email] or via fax 203-621-1799. No phone calls please.