Proactive, Objective Investment Consulting

Rocaton is currently accepting resumés for the following positions:

Investment Analyst

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

Please include GPA and salary requirements with your inquiry. Contact us via email at 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.

Defined Contribution Research Specialist

Rocaton is looking for a Defined Contribution Research Specialist to join its growing team. The individual will contribute to the firm’s defined contribution research effort by performing research on DC recordkeepers, where clients have exposure to a broad array of providers. The individual will be responsible for evaluating the capabilities of, and tracking developments at, recordkeepers, and will lead or co-lead client searches for new providers, recordkeeper consolidations, and the evaluation of administrative services and fees. Additionally, this individual will work with the DC team on investment strategy coverage, including target retirement funds, advice and managed account providers and retirement income solutions. In addition to meeting with DC service providers, investment managers, and clients, the individual will also work closely with Rocaton’s DC team members, other research team members and senior consultants in researching general trends and collaborating on client-specific projects.

This position requires an individual with a quantitative aptitude, strong written and oral communication skills and problem solving skills. Additionally, the candidate must be client service oriented and able to manage multiple projects/deadlines. Five or more years of relevant experience is preferred. Candidates must have a bachelor’s degree; MBA, or CFA would be a plus. Prior experience with DC recordkeeping analysis or DC administration is preferred. The position has excellent growth potential and provides an opportunity to immediately contribute to Rocaton’s success. Some travel is required. Rocaton offers a comprehensive benefits package and salary commensurate with experience.

Please send us your cover letter, resume and salary requirements via email to 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.

Rocaton does not discriminate unlawfully against any applicant for employment because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation or citizenship status.