Investment & Research Analyst

Rockefeller Capital Management • Bellevue, WA

4h • $85,000 - $90,000

About The Position

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a high-caliber Investment & Research Analyst with long-term potential to evolve into the Chief Investment Officer (CIO) of the advisor team. This role is designed for an experienced, analytical professional who thrives in a fast-paced ultra-high-net-worth (UHNW) advisory environment and is motivated to grow into a senior investment leadership position. The Analyst will support all aspects of the investment process, including portfolio analytics, investment research, portfolio construction, trading, and proposal development, while also contributing to technology-enabled and data-driven enhancements across the platform.

Requirements

• 5–7 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment
• Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts
• Experience supporting UHNW clients and complex investment structures preferred
• Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools
• Strong written and verbal communication skills with the ability to present investment insights clearly and professionally
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively

Nice To Haves

• Experience with portfolio management and reporting platforms such as Tamarac is a plus
• Exposure to artificial intelligence, automation, or technology-driven investment or reporting solutions is a plus
• Familiarity with Venn or similar portfolio analytics tools is a plus

Responsibilities

• Monitor portfolio allocations, performance, and risk exposures across UHNW client mandates
• Conduct portfolio drift analysis, rebalancing, and tax-aware optimization
• Prepare investment reporting and analytics for client meetings and internal review
• Support the maintenance and enhancement of model portfolios
• Perform investment research across equities, fixed income, alternatives, private markets, and thematic strategies
• Evaluate investment managers, strategies, and new opportunities through due diligence and research
• Prepare investment memos and contribute to internal investment discussions
• Execute trades within discretionary portfolios in coordination with trading and operations teams
• Support the development of customized client and prospect proposals and presentation materials
• Assist with scenario modeling, liquidity event planning, and customized investment solutions
• Enhance workflow efficiency through improved use of technology, data, and automation tools
• Contribute to the ongoing evolution of investment processes, analytics, and client-facing materials

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: Mid Level
• Education Level: No Education Listed