Investment Research Analyst

About the role

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.

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.

Qualifications

• 1–3 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment.
• 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.

Skills

• 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.
• Familiarity with Venn or similar portfolio analytics tools is a plus.
• 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.

Pay

The anticipated base salary range for this role is $85,000 to $95,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs.

Benefits

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.