Investment Strategist
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 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025. A Private Wealth Advisor team in New York City within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as an Investment Strategist. The Investment Strategist will work with our Private Wealth Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be an integral component of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Requirements
- 5+ years client service and investment experience within financial industry
- Registered with Series 7 & 66 (or 7, 65 & 63)
- BA/BS degree
- Client-facing, interpersonal, organizational, and client service skills
- Ability to adapt to constantly changing market conditions, reporting needs and requirements
- Detail-oriented with ability to prioritize and organize workflow
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
- Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively
- Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond
Responsibilities
- Participate in Investment Committee meetings; provide information to make investment decisions
- Present new ideas and adjustments to existing investments; articulate the reasons
- Identify new investment opportunities, track market trends, analyze risk; provide write-ups and reports as necessary
- Upkeep reporting/performance systems
- Completing investment subscription documents
- Trading and implementation of client investment strategies
Benefits
- Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
