Financial 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 33 markets throughout the United States, as well as an office in London

The Firm oversees $221 billion in client assets as of May 31, 2026.

Position

DESCRIPTION:

Identify financial and wealth management strategies and interact directly with high-net-worth clients

Conduct client performance reporting by preparing presentations for client reviews including account performance, asset allocation, and investment details

Plan for clients’ liquidity needs with tax efficient strategies including dividend income, timing cash flows, and completing cost basis analysis when raising from portfolio

Assist with treasury bond portfolios, which involves analyzing economic data, yield curves, duration, market spreads and studying fact sheets of different products to determine the best option for the client

Prepare investment proposals including new clients, cash additions, reallocations, team initiatives, account transfers, and client specific requests

Assist in estate and trust planning coordination, for ultra-high net worth clients using Excel VBA macros and Power Query to model estate distribution scenarios

Support margin trading and debit manage activities, oversee margin accounts, optimize leverage strategies, trade reconciliation, and interest payments

Develop and execute strategies using options and structured notes to generate income and price protection for clients with concentrated stock options and other portfolio exposures

Evaluate clients’ charitable and family gifting objectives to optimize the tax efficiency of their estate plans

Recommend appropriate giving vehicles—such as direct stock transfers, donor-advised funds, and other strategies—to maximize impact while aligning with each client’s philanthropic and financial goals

Lead client engagement and relationship management by serving as the primary point of contact, delivering timely responses and proactive communication

Leverage wealth management software including eMoney Advisor, FactSet, Addepar, and Tamarac—to support client planning and reporting

Liaise with third party portfolio managers and funds for account performance and benchmark tracking

Monitor asset allocation drifts and rebalance client accounts when necessary

Coach clients on appropriate cybersecurity measures

Contribute to portfolio construction process by leveraging a fundamental understanding of asset allocation and manager implementation, across traditional and alternative asset classes

Develop recommendations and summary emails that reflect investment ideas in a clear and logical narrative, supported by data formulated in charts and tables

Assist with developing thematic, tactical asset allocation guidance based on macroeconomic environment and market dynamics, and assist in implementing strategic long-term asset allocation via Dollar-Cost-Averaging as planned for new clients

Handle client insurance and annuities processes

Participate in meetings regularly with advisor and team members to assess issues, identify and implement improvements for more efficient operations.

 

REQUIREMENTS:

Bachelor’s degree or foreign equivalent in Finance, Computer Science, Economics, Accounting, Business Administration, or a related field

Must have at least two (2) years of full-time experience in the financial industry in wealth management, family office, investment banking, private equity, corporate finance, or a closely related area

The two (2) years of experience must include the following:

• Preparing financial reports and client presentation materials
• Working with financial planning or investment software (financial reporting or portfolio analytics platforms)
• Experience supporting tax planning and/or estate planning process
• Experience evaluating performance, asset allocation, and market-related data
• Experience in Microsoft Excel (including pivot tables and macros) and PowerPoint
• Series 7 and Series 66 licenses

APPLY:

Submit resume and apply on Rockefeller Capital Management’s website at: https://careers.rockco.com/careers-home/

Reference Req ID 5144 when applying.

Compensation Range

The anticipated base salary range for this role is $149,000 to $155,000

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.