This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
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").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Worksite address
bellevue, WA, 98009, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.