Investment Strategist

Rockefeller Capital Management • Atlanta, GA

1d

About The Position

The Investment Strategist will serve as a key member of a Private Advisor team, responsible for shaping and executing investment strategies for high-net-worth clients. This individual will leverage extensive experience to provide thought leadership, portfolio construction guidance, and strategic direction, ensuring alignment with client objectives and market opportunities. This role requires a strong understanding of both traditional and alternative investments, as well as the ability to communicate complex concepts clearly to clients and internal stakeholders.

Requirements

• Bachelor’s degree required; CFA or advanced degree preferred.
• 7+ years of experience in investment strategy, portfolio management, or related roles.
• Series 7 & 66 required
• Strong knowledge of asset allocation, manager selection, and alternative investments.
• Proven ability to synthesize macroeconomic research into actionable investment recommendations.
• Exceptional communication and presentation skills for client-facing interactions.

Responsibilities

• Develop and implement customized investment strategies for ultra- and high-net-worth clients.
• Conduct macroeconomic and market research to inform asset allocation decisions.
• Evaluate and recommend investment managers and strategies across public and private markets.
• Lead portfolio construction discussions and oversee implementation of investment plans.
• Partner with advisors to deliver client presentations and participate in investment committee meetings.
• Monitor portfolio performance, identify risks, and propose adjustments as needed.
• Stay current on market trends, alternative investments, and emerging opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees