·        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. Recent graduates will be considered. Rocaton offers a comprehensive benefits package. 

Please include salary requirements with your inquiry. Contact us via email at investmentanalyst@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.

Marketing Associate

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 a team of experienced investment professionals who all previously worked together. Our partners have, on average, more than 17 years of industry experience. We currently advise clients that collectively have more than $300 billion in assets. Rocaton’s clients include large corporate retirement plans, endowments, insurance companies, and financial intermediaries.

Rocaton is looking for a Part time (25-30 hours per week) Marketing Associate to join its growing team. The Marketing Associate role will contribute to the firm’s business development efforts. This role will work with Partners/Employees of the firm to support the Rocaton brand. The Marketing Associate will have direct contact with the Sales and Marketing Committee, Partners of Rocaton – consulting and research, as well as the Research and Investment Analysts. The Responsibilities include drafting and completing new business proposals (RFPs) and request for information, database management and competitive analysis findings and reporting data to Committee. The position offers exposure to the investment consulting industry and an opportunity to enhance analytical, organizational, project management and communication skills.

Requirements include: Bachelor's degree, proficiency with Word, Excel, PowerPoint and other financial applications, effective communication skills (both verbal and written), 3-5 years in the investment management industry, prior experience completing RFPs preferred.

Please include salary requirements with your inquiry. Contact us via email at marketingassociate@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.