Investment Strategy Specialist
Listed on 2026-07-26
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant, Capital Markets
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 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.
The Investment Strategy Specialist will join the CIO Office in a highly collaborative role that sits at the intersection of investment strategy, portfolio guidance, and CIO Office operations. This individual will help translate the team’s macroeconomic research, market views, and investment themes into clear and actionable portfolio guidance for advisors and clients. The role will also support investment marketing, compliance-related processes, and operational needs of the CIO Office.
Responsibilities- Assist in developing thematic and tactical asset allocation views across traditional and alternative asset classes.
- Translate macroeconomic research, market insights, and investment themes into practical portfolio positioning recommendations for advisors and clients.
- Evaluate investment strategies, managers, mutual funds, ETFs, and other investment solutions to support portfolio implementation decisions.
- Help connect CIO Office research to advisor-facing portfolio guidance, including clear recommendations around how investment views may be expressed in client portfolios.
- Develop presentations, reports, and investment materials that communicate market views and portfolio recommendations in a clear, logical, and actionable manner.
- Support advisor and client engagement by helping explain investment views, portfolio positioning, and implementation considerations.
- Assist with investment marketing, compliance-related documentation, general operations, and cross-functional priorities within the CIO Office.
- Provide support for recurring CIO Office deliverables, including monthly reports, firmwide presentations, and strategic projects for senior investment leadership.
- 3-5 years of experience in investment management, wealth management, family offices, capital markets, or a related field.
- Strong understanding of capital markets, asset allocation, investment vehicles, and portfolio construction concepts.
- Demonstrated interest in macroeconomics, investment strategy, financial markets, and portfolio implementation.
- Ability to synthesize research, data, and market commentary into practical investment conclusions and recommendations.
- Experience preparing presentations, investment materials, reports, or advisor/client-facing content.
- BS/BA degree required; progress toward CFA designation is a plus.
- Series 7/63 preferred or willingness to obtain.
- Strong critical thinking and analytical skills, with the ability to connect research, portfolio construction, and client outcomes into one cohesive investment narrative.
- Excellent communication and presentation skills, including the ability to explain complex investment concepts clearly and intuitively.
- Intellectual curiosity and a strong interest in macroeconomics, financial markets, asset allocation, and portfolio implementation.
- Ability to think independently, problem solve and contribute ideas across a broad and evolving set of priorities.
- Comfortable working in an entrepreneurial environment where responsibilities are fluid and may evolve based on business needs.
- Self-starter who is ambitious, driven, moldable, and eager to learn from senior investment professionals.
- Advanced Excel and PowerPoint skills.
The anticipated base salary range for this role is $95,000 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 comprehensive benefit package including health coverage, vacation time, paid leave,…
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