Associate Portfolio Strategist

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 $237 billion in client assets as of August 31, 2026.

The Associate Portfolio Strategist will support the Equity Strategies team in portfolio management, thematic investing initiatives, client portfolio analysis, and investment communications. This individual will work closely with senior portfolio strategists and research professionals to help develop actionable investment insights, monitor model portfolios, conduct market research and support advisors with client-specific investment needs.

This role is ideal for an early-career investment professional seeking broad exposure to model portfolio construction, equity research and advisor engagement within a sophisticated wealth management environment.

• Portfolio Management Support
  • Monitor model portfolios and investment strategies.
  • Track model portfolio performance, attribution, and risk metrics.
  • Prepare portfolio reviews and investment committee materials.
  • Maintain model portfolio holdings and watch lists.
• Equity Research & Analysis
  • Conduct analysis on individual securities, sectors, and thematic investment opportunities.
  • Monitor earnings releases, company news, and industry developments.
  • Assist in creating investment cases, catalysts, and risk assessments.
  • Support thematic research across long-term secular growth trends.
• Client & Advisor Support
  • Perform personalized client portfolio reviews and comparisons.
  • Assist in preparing presentation materials for advisors, prospects, and clients.
  • Respond to advisor questions regarding portfolio positioning, holdings, and investment recommendations.
  • Help create client-friendly investment commentary and educational content.
• Market Intelligence
  • Monitor macroeconomic developments and market trends.
  • Track earnings calendars, corporate actions, index changes, and other investment catalysts.
  • Maintain internal research databases and reporting tools.
  • Identify emerging opportunities and risks affecting portfolios.
• Research Publications & Communications
  • Assist with production of investment reports, market updates, and thematic research pieces.
  • Create charts, graphics, and supporting analytics.
  • Support recurring investment communications and commentary.

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• 1-3 years of investment, research, portfolio management, or financial analysis experience.
• Strong understanding of markets, equities and investing.
• Desire to develop quantitative and analytical abilities.
• Series 7 & 66 preferred, if not willingness to obtain

• Basic understanding of portfolio construction and risk management.
• Experience creating investment presentations and research reports.
• Familiarity with a process to evaluating individual equites and methodologies.
• Bloomberg, Fact Set, Morningstar, or similar platform experience.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Strong Excel and PowerPoint skills.

The anticipated base salary range for this role is $85,000 to $110,000. 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 a discretionary bonus. Rockefeller Capital Management offers a…