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About the Role

Conduct quantitative analyses of investment programs, focusing on investment and performance of prospective portfolio holdings for high-net-worth clients. Utilize analytics strategies and financial analysis to compare and contrast company valuations and charts to maximize client returns and performance. Perform technical analysis and financial modeling for portfolio needs, including client onboarding, account opening/maintenance, asset transfers, money movement, and financial due diligence. Streamline operational functions by creating and running regular reports to increase efficiency. Complete investment subscription documents, respond to account activity and statement inquiries, and handle operational aspects of client accounts. Support marketing efforts by promoting client seminars and events. Review daily activity and reconcile client activity, funds transfers, and trades against clearing firm systems. Support client insurance and annuities processes.

Responsibilities

Conduct quantitative analyses of investment programs, focusing on investment and performance of prospective portfolio holdings for high-net-worth clients.
Utilize analytics strategies and financial analysis to compare and contrast company valuations and charts to maximize client returns and performance.
Perform technical analysis and financial modeling for portfolio needs, including client onboarding, account opening/maintenance, asset transfers, money movement, and financial due diligence.
Streamline operational functions by creating and running regular reports to increase efficiency.
Complete investment subscription documents.
Respond to account activity and statement inquiries.
Handle operational aspects of client accounts, including reporting on holdings and investment performance, posting daily cash activity, and entering trade instructions.
Generate expense reports for submission using Concur.
Process new accounts and account maintenance, ensuring all client documentation is returned, completed, and approved.
Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.).
Support marketing efforts by promoting client seminars and events.
Review daily activity and reconcile client activity, funds transfers, and trades against clearing firm systems.
Support client insurance and annuities processes.

Requirements

Bachelor’s degree or foreign equivalent in Applied Analytics, Finance, or a related field.
One (1) year of prior client service experience within the financial industry.
At least 1 year of full-time experience in Wealth Management, client services, or similar field.
Client service experience within financial industry or wealth management.
Experience with operational aspects of client accounts, including posting daily cash activity and entering trade instructions.
Experience with account opening and maintenance of client accounts.
Strong Microsoft Office skills including Excel & PowerPoint.

Skills

Quantitative analysis
Investment programs analysis
Portfolio holdings analysis
Analytics strategies
Financial analysis
Company valuation comparison
Chart analysis
Technical analysis
Financial modeling
Client onboarding
Account opening
Account maintenance
Asset transfer processing
Money movement processing
Financial due diligence
Operational streamlining
Report generation
Investment subscription document completion
Account activity inquiry response
Statement inquiry response
Client account operations
Trade instruction entry
Expense report generation
Concur usage
Client cashiering
Marketing support
Client seminar promotion
Client event promotion
Daily activity review
Activity reconciliation
Funds transfer reconciliation
Trade reconciliation
Clearing firm system reconciliation
Insurance process support
Annuities process support
Microsoft Office Suite
Microsoft Excel
Microsoft PowerPoint

Location

45 Rockefeller Plaza, 5th Floor, NY, NY 10111

Work Type

Hybrid (4 days in office, 1 day remote)

Experience Level

1 year prior client service experience
1 year full-time experience in Wealth Management, client services, or similar field

Education Level

Bachelor’s degree or foreign equivalent in Applied Analytics, Finance, or a related field

Salary/Compensations

$90,000 to $120,000 per year

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 37 markets throughout the United States, as well as an office in London.
The Firm oversees $236 billion in client assets as of September 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.