Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets. Details below.
Position
The Investment Strategy Specialist will join the CIO Office in a highly collaborative role that sits at the intersection of investment strategy, portfolio guidance, and CIO Office operations. This individual will help translate the team’s macroeconomic research, market views, and investment themes into clear and actionable portfolio guidance for advisors and clients. The role will also support investment marketing, compliance-related processes, and operational needs of the CIO Office.
Responsibilities
- Assist in developing thematic and tactical asset allocation views across traditional and alternative asset classes.
- Translate macroeconomic research, market insights, and investment themes into practical portfolio positioning recommendations for advisors and clients.
- Evaluate investment strategies, managers, mutual funds, ETFs, and other investment solutions to support portfolio implementation decisions.
- Help connect CIO Office research to advisor-facing portfolio guidance, including clear recommendations around how investment views may be expressed in client portfolios.
- Develop presentations, reports, and investment materials that communicate market views and portfolio recommendations in a clear, logical, and actionable manner.
- Support advisor and client engagement by helping explain investment views, portfolio positioning, and implementation considerations.
- Assist with investment marketing, compliance-related documentation, general operations, and cross-functional priorities within the CIO Office.
- Provide support for recurring CIO Office deliverables, including monthly reports, firmwide presentations, and strategic projects for senior investment leadership.
Qualifications
- 3-5 years of experience in investment management, wealth management, family offices, capital markets, or a related field.
- Strong understanding of capital markets, asset allocation, investment vehicles, and portfolio construction concepts.
- Demonstrated interest in macroeconomics, investment strategy, financial markets, and portfolio implementation.
- Ability to synthesize research, data, and market commentary into practical investment conclusions and recommendations.
- Experience preparing presentations, investment materials, reports, or advisor/client-facing content.
- BS/BA degree required; progress toward CFA, IA designation is a plus.
- Series 7/63 preferred or willingness to obtain.
Skills
- Strong critical thinking and analytical skills, with the ability to connect research, portfolio construction, and client outcomes into one cohesive investment narrative.
- Excellent communication and presentation skills, including the ability to explain complex investment concepts clearly and intuitively.
- Intellectual curiosity and a strong interest in macroeconomics, financial markets, asset allocation, and portfolio implementation.
- Ability to think independently, problem solve and contribute ideas across a broad and evolving set of priorities.
- Comfortable working in an entrepreneurial environment where responsibilities are fluid and may evolve based on business needs.
- Self-starter who is ambitious, driven, moldable, and eager to learn from senior investment professionals.
- Advanced Excel and PowerPoint skills.
Compensation Range
The anticipated base salary range for this role is $95,000 to $110,000. 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. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) 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 (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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