About Rockefeller Capital ManagementRockefeller 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, theFirm 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 $133 billion in client assets as of March 31, 2024.PositionThe Investment Associate is a key member of the Advisor Team with a focus on financial analysis and modeling of potential investments on both the public and private side. The Investment Associate will work with the lead advisor and portfolio analyst to manage roughly $1.7B in assets. The position encompasses fundamental analysis of equity and debt positions in both public and private markets and accounting and due diligence of both existing and prospective investments. The role also involves coordination of and communication around various projects to expand the group's capabilities, efficiency, and scalability over time.Responsibilities
- Work closely with the advisor and analyst on investment selection, tactical timing, and sizing/risk management
- Monitor portfolio positions for changing dynamics, both positive and negative
- In-depth company due diligence on public and private opportunities
- Perform industry and macro analysis to better inform the fundamental portfolio decisions and understand the operating and competitive environment of investments and prospective investments
- Analysis of portfolio returns and contributors/detractors on both an absolute basis and relative to benchmarks when appropriate
- Assist in analysis of portfolio risk and risk mitigation techniques including hedging
- Maintain a high standard of communication across the investment, Relationship Management, and Service & Operations teams
- Assist the team on various projects to advance the business' capabilities over time
- Assist the team with any tasks that require a more analytical mindsetQualifications
- 1-5 years of research & financial analysis experience in the investment field
- 1-5 years of equity/option trading experience
- Demonstrated interest in research & financial analysis in the investment field
- CFA, CAIA, and/or MBA preferred
- Series 7 & 66 preferred or willingness to obtainSkills
- Strong skills in working with investment-related data services including Bloomberg & FactSet
- Strong understanding of equity, debt, and options-based investing
- Strong background in accounting and financial reporting
- Excellent skills in Microsoft Excel, Word, and PowerPoint
- Ability to adapt to constantly changing market conditions, reporting needs, and requirements
- Outstanding communication (written and verbal), exceptional interpersonal abilities, dedicated team member
- Exceptional ability to prioritize competing deadlines with a strong sense of urgencyCompensation RangeThe anticipated base salary range for this role is $100,000 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.DisclosureRockefeller & 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. #J-18808-Ljbffr