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About the Role

The Investment Associate is a key member of the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. This role sits at the intersection of research and execution, with a focus on financial modeling, investment due diligence, and monitoring portfolio performance, while partnering closely with internal teams to ensure accurate and timely delivery of investment strategies.

Responsibilities

Conduct investment research and due diligence across securities, funds, and alternative investments
Perform financial modeling and analysis to support portfolio decisions
Monitor portfolio performance and risk across client accounts
Prepare investment materials and reporting for client and internal use
Track market developments to inform investment positioning
Partner with internal team to support projects and overall client service

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or related field
0-2 years of relevant experience in investment analysis or portfolio support
Series 7 and 66 preferred, or willingness to obtain if not already licensed

Skills

Great communication skills to be able to work with internal partners and advisors
Clear and concise written and verbal communication skills
Strong proficiency in Excel and familiarity with investment/research platforms
Solid analytical capabilities
Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
Strong attention to detail and ability to manage competing priorities

Experience Level

0-2 years

Education Level

Bachelor’s degree in Finance, Economics, Accounting, or related field

Salary/Compensations

$70,000 to $95,000

Benefits

Comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

About the Company

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Equal Opportunity

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.