UHNW Wealth Strategy Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-11
Listing for:
Rockefeller Capital Management
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Rockefeller Capital Management is seeking a financial professional to identify wealth management strategies for ultra-high-net-worth clients, prepare client performance reports, and design tax-efficient cash flow plans.
You will support custody and portfolio analytics, leverage Excel VBA/macros and Power Query, and collaborate with advisors to optimize asset allocation, estate planning, and gifting strategies.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×