About Rockefeller Capital Management:
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.
Position:
The Investment Strategist, a member of the office of the CIO team within Rockefeller Global Family Office, will be responsible for performing investment manager and macro research, integrating the team’s top down macroeconomic views into portfolio level and asset allocation implementation decisions. The strategist will aid in constructing bespoke investment portfolios for Ultra-high Net Worth and Institutional level investors – clients and prospective clients of Rockefeller Capital Management. They will also be responsible for supporting business development initiatives, e.g., interfacing with advisor teams and clients, presenting in meetings and firmwide calls, and writing research reports.
Responsibilities:
- Perform investment manager research across a wide array of both public and private funds, using that research to help formulate portfolio and asset allocation recommendations.
- Support other members of the CIO team in performing research and data analysis through charts and market presentations, as well as written publications.
- Contribute to the portfolio construction process by leveraging a fundamental understanding of asset allocation and manager implementation, across traditional and alternative asset classes.
- Assist with developing thematic, tactical asset allocation guidance based on current macroeconomic environment and market dynamics; collaborate closely with investment product groups to translate such narratives into tangible portfolio implementation decisions.
- 3-5 years of experience in investment management, macro/market research, or investment manager research.
- Prior experience with portfolio construction across both public and private, and traditional/alternative investments.
- Ability to think and communicate in a grounded fashion and having the ability to thoroughly defend one’s statement/argument in a grounded fashion without fluffiness.
- BS/BA degree required
- Series 7/63
- CFA/CAIA or progress towards a plus
- Strong critical thinking and analytical skills, with the ability to justify logically a thought process and related conclusions.
- Excellent communications and presentation skills
- Ability to convey an idea effectively and intuitively
- Ability to think independently and logically and to problem solve on own
- Knowledge and a curiosity for macroeconomics, financial markets, risk premium concepts, tactical positioning, asset classes, and fund investments
- Advanced Excel and PowerPoint skills
- Knowledge of Bloomberg and/or FactSet strongly preferred
- Strong writing skills and prior experience publishing research reports is preferred
- Prior investment manager research experience (public or private) is a plus
- Painstaking attention to details
The anticipated base salary range for this role is $110,000 to $120,000. 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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