Financial Analyst

Rockefeller Capital Management • New York, NY

13d • $70,000 - $110,000

About The Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Financial Analyst. The Financial Analyst will work with our Private Advisor team members who work with high-net-worth clients. The ideal candidate will be thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Requirements

• 2-4 years prior client service experience within financial industry, or equivalent experience, preferred
• Series 7, required & 66, preferred
• BA/BS degree
• Strong interpersonal, organizational, and client service skills
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
• Strong Microsoft Office skills including Excel & PowerPoint

Nice To Haves

• Experience with eMoney financial planning software a plus

Responsibilities

• Provide top quality service to clients and complete administration of client accounts
• Performance Reporting: Prepare, reconcile, and analyze materials for client review meetings, including reporting on account holdings, investment performance, and cash activity.
• Financial Analysis: Support portfolio management and client strategy through investment analysis, including asset allocation reviews and rebalancing considerations.
• Completing alternative investment subscription documents
• Transferring assets and money movement
• Executing trade instructions from client and/or advisor
• Assisting with client online access
• Responding to account activity and statement inquiries
• Administrative work as needed
• Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
• Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
• Prepare client correspondence, obtain necessary management approvals, and transmit
• Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Additional duties as assigned

Benefits

• Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees