Investment & Research Analyst

About Rockefeller Capital Management

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 $204 billion in client assets as of January 31, 2026.

A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a high-caliber Investment & Research Analyst with long-term potential to evolve into the Chief Investment Officer (CIO) of the advisor team. This role is designed for an experienced, analytical professional who thrives in a fast‑paced ultra‑high‑net‑worth (UHNW) advisory environment and is motivated to grow into a senior investment leadership position.

The Analyst will support all aspects of the investment process, including portfolio analytics, investment research, portfolio construction, trading, and proposal development, while also contributing to technology-enabled and data-driven enhancements across the platform.

• 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
• Support the maintenance and enhancement of model portfolios
• 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

• 5–7 years of experience in wealth management, investment management, banking, consulting, or a related financial services environment
• Strong analytical, quantitative, and problem-solving skills with the ability to synthesize complex investment concepts
• Experience supporting UHNW clients and complex investment structures preferred
• Advanced proficiency in Excel and strong comfort working with data, models, and reporting tools
• 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
• 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

The anticipated base salary range for this role is $85,000 to $90,000. 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. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

Visit  to learn more about additional opportunities and benefits offerings.

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.