Investment Associate

Rockefeller Capital Management • New York, NY

1d

About The Position

The Investment Associate is a key member of the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. This role sits at the intersection of research and execution, with a focus on financial modeling, investment due diligence, and monitoring portfolio performance, while partnering closely with internal teams to ensure accurate and timely delivery of investment strategies.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 0-2 years of relevant experience in investment analysis or portfolio support
• Series 7 and 66 preferred, or willingness to obtain if not already licensed

Nice To Haves

• Great communication skills to be able to work with internal partners and advisors
• Clear and concise written and verbal communication skills
• Strong proficiency in Excel and familiarity with investment/research platforms
• Solid analytical capabilities
• Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
• Strong attention to detail and ability to manage competing priorities

Responsibilities

• Conduct investment research and due diligence across securities, funds, and alternative investments
• Perform financial modeling and analysis to support portfolio decisions
• Monitor portfolio performance and risk across client accounts
• Prepare investment materials and reporting for client and internal use
• Track market developments to inform investment positioning
• Partner with internal team to support projects and overall client service

Benefits

• health coverage
• vacation time
• paid leave
• retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level