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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $130K - $140K

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
Rockefeller Capital Management is seeking an Investment/Portfolio Analyst to join the Rockefeller Global Family Office CIO office. This individual will be responsible for assisting with the construction and management of proprietary model equity portfolios, and teaming with Private Advisors to help manage individual stock positions.

This is an opportunity to have a meaningful impact at a growing wealth management firm. The Senior Analyst will report to Rockefeller Global Family Office’s Head of Equity Strategies.

Responsibilities

  • Assist in the construction and management of concentrated model equity portfolios
  • Analyze client/prospect equity holdings
  • Assist Financial Advisors with requests and basic research related to equities

Qualifications

  • Bachelor’s Degree with concentration in economics, business, finances, accounting and/or other investment-related areas preferred
  • 5+years’ experience in financial markets; familiarity with and passion for equities
  • Series 7 and 63 required or willingness to obtain upon hire

Skills

  • Experience with Microsoft Excel required; FactSet and Bloomberg preferred
  • Financial Statement analysis a plus
  • Strong attention to detail, sound judgment, and ability to reason
  • Excellent written and oral communication skills
  • Team player with a positive attitude, strong interpersonal skills, and good work ethic
  • Ability to manage multiple tasks with strong project planning, organizational and time management skills
  • Willingness to learn, contribute and be responsible on a small team
  • Flexibility to shift priorities in response to potentially volatile financial markets

Compensation Range

The anticipated base salary range for this role is $130,000 to $140,000. 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.