Rocaton Investment Advisors, LLC

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Rocaton is currently accepting resumés for the following positions:

 


Investment 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 Investment Advisors is looking for an Investment Analyst to join its growing team. This individual will work directly with our senior consultants and initially will be responsible for quantitative analyses of clients' investment structures and portfolios using a variety of sophisticated software and analytical techniques. Deliverables include monthly and quarterly client reports as well as a variety of special projects. Candidate must thrive on multi-tasking and be flexible with work hours.

This position offers:

·        The ability to learn about all asset classes from fixed income to alternative investments.

·        Working directly with clients, senior consultants and research staff; this includes meeting with some of the industry’s most prominent investment managers.

·        An opportunity to work independently and have responsibility for client deliverables with access to senior level resources for guidance. We offer a dynamic work environment that will promote your ability to thrive in an excellent analytical role.

This is an entry-level position with on the job training. Requirements include: Bachelor's degree, Excel proficiency, quantitative aptitude and basic familiarity with finance and investments. December 2007 graduates will be considered. Rocaton offers a comprehensive benefits package. 

Please include salary requirements with your inquiry. Contact us via email at analyst2008@rocaton.com or via fax 203-621-1799. Only candidates presently authorized to work in theUnited Stateswill be considered for this position. No phone calls please.

 


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.

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 researchanalyst2008@rocaton.com or via fax 203-621-1799. Only candidates presently authorized to work in the United States will be considered for this position. No phone calls please.