Investment Analyst

Rockefeller Capital Management • Houston, TX

9h

About The Position

A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as an Investment Analyst. The Investment Analyst will work with team members to assist with all aspects of managing clients’ investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.

Requirements

• 0-2 years of investment, asset management or financial services experience.
• Strong knowledge and technical experience with tools necessary for research, implementation, and reporting – MS Office suite, specifically Excel and PowerPoint, FactSet, etc.
• Series 7, 66 and CFA or willingness to obtain if not already licensed.

Nice To Haves

• Experience in capital markets, portfolio construction and manager analysis.
• Experience working with institutional or high net worth clients.
• Strong analytical and quantitative skills.
• Ability to multi-task, to establish priorities, and to work both independently and within a small team environment with an inherent flexibility to adapt to dynamic client needs/workflow.
• Excellent written and verbal communication skills, attention to detail and strong work ethic.

Responsibilities

• Assist in portfolio management activities for a broad array of clients, including individuals, trusts, and foundations. Including portfolio construction, manager selection and ongoing portfolio monitoring.
• Provide portfolio data and analytics to assist team with portfolio monitoring and investment decisions. Work with team to create presentations for clients and prospects.
• Assist team in evaluating managers, including suitability for client portfolios
• Assist in the management of all aspects of client relationships, including trading, reporting, and communication.
• Implement portfolio recommendations/changes to the portfolio, outlining the implementation plan in an organized manner and communicating it to the team (i.e. planned investment dates, dates by which cash raised has to occur to fund an investment, date that any sub docs are due in order to make the investment, etc.)
• Provide client support alongside Client Associates, assisting with day-to-day servicing requests, client inquiries, and follow-up coordination.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed