Investment Research Analyst

Rockefeller Capital Management•Bellevue, WA

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. A Private Advisor team within Rockefeller Global Family Office is seeking a high-caliber Investment Research Analyst to support a growing UHNW advisory practice serving families, founders, entrepreneurs, and business owners. This role is designed for an analytical, detail-oriented professional who can contribute across portfolio analytics, investment research, trading, proposal development, and technology-enabled workflow improvement. For the right candidate, the position offers a path toward senior investment leadership within the advisor team.

Requirements

1-3 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment
Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools
Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts
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

Series 7 & 66 strongly preferred, and if not, willing to obtain
Experience supporting UHNW clients and complex investment structures preferred
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

Leverage AI, automation, and data tools to improve research, portfolio analysis, reporting, proposal development, and client-facing deliverables.
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
Participate in select client and prospect meetings to support investment discussions, prepare follow-up analysis, and help translate complex investment concepts into clear client-facing guidance
Support the oversight, maintenance, and evolution of the team’s model portfolio and investment strategies
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