Investment Research Analyst

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position:

A Private Advisor team within Rockefeller Global Family Office is seeking a high-caliber Investment Research Analyst to support a growing UHNW advisory practice serving families, founders, entrepreneurs, and business owners. This role is designed for an analytical, detail-oriented professional who can contribute across portfolio analytics, investment research, trading, proposal development, and technology-enabled workflow improvement. For the right candidate, the position offers a path toward senior investment leadership within the advisor team.

Responsibilities:

• Leverage AI, automation, and data tools to improve research, portfolio analysis, reporting, proposal development, and client-facing deliverables.
• Monitor portfolio allocations, performance, and risk exposures across UHNW client mandates
• Conduct portfolio drift analysis, rebalancing, and tax-aware optimization
• Prepare investment reporting and analytics for client meetings and internal review
• Participate in select client and prospect meetings to support investment discussions, prepare follow-up analysis, and help translate complex investment concepts into clear client-facing guidance
• Support the oversight, maintenance, and evolution of the team’s model portfolio and investment strategies
• Perform investment research across equities, fixed income, alternatives, private markets, and thematic strategies
• Evaluate investment managers, strategies, and new opportunities through due diligence and research
• Prepare investment memos and contribute to internal investment discussions
• Execute trades within discretionary portfolios in coordination with trading and operations teams
• Support the development of customized client and prospect proposals and presentation materials
• Assist with scenario modeling, liquidity event planning, and customized investment solutions
• Enhance workflow efficiency through improved use of technology, data, and automation tools
• Contribute to the ongoing evolution of investment processes, analytics, and client-facing materials

Qualifications:

• 1-3 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment
• Series 7 & 66 strongly preferred, and if not, willing to obtain
• Experience supporting UHNW clients and complex investment structures preferred
• Experience with portfolio management and reporting platforms such as Tamarac is a plus
• Exposure to artificial intelligence, automation, or technology-driven investment or reporting solutions is a plus

Skills:

• Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools
• Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts
• Familiarity with Venn or similar portfolio analytics tools is a plus
• Strong written and verbal communication skills with the ability to present investment insights clearly and professionally
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Compensation Range:

The anticipated base salary range for this role is $85,000 to $95,000. 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 other variable compensation programs. 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”).

 

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