Investment Associate

Rockefeller Capital Management • Atlanta, GA

9h

About The Position

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.

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
• 2+ years of relevant experience in investment analysis or portfolio support
• Strong understanding of capital markets and portfolio construction
• Solid financial modeling and analytical capabilities
• Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
• Clear and concise written and verbal communication skills
• Strong attention to detail and ability to manage competing priorities
• Proficiency in Excel and familiarity with investment/research platforms

Nice To Haves

• Series 7 and 66 preferred, or willingness to obtain if not already licensed
• Progress toward CFP, CFA or similar designation preferred
• Great communication skills to be able to participate and conduct client meetings

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 teams to support trade execution and overall client service

What This Job Offers

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