Senior Portfolio 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 $198 billion in client assets as of December 31, 2025.

The Senior Portfolio Analyst will serve as a key member of a Private Advisor team, responsible for research, execution, monitor and track investment strategies in our proprietary investment portfolios. This individual will leverage extensive experience to provide thought leadership, portfolio construction guidance, and strategic direction, ensuring alignment with portfolio objectives and market opportunities. This role requires a strong understanding of the macro‑economic view, fundamental and technical equity research, as well as the ability to communicate complex concepts clearly to clients and internal stakeholders.

• Develop and implement customized investment strategies for team portfolios.
• Conduct macroeconomic and market research to inform asset allocation decisions.
• Evaluate and recommend equity sector allocation and security selection across public markets.
• Lead portfolio construction discussions and oversee implementation of investment plans.
• Partner with advisors to deliver client presentations and participate in investment committee meetings.
• Monitor portfolio performance, identify risks, and propose adjustments as needed.
• Stay current on market trends, market dislocation, and emerging opportunities.

• Bachelor’s degree required; CFA, CIMA, CPM or advanced designation preferred.
• 5+ years of experience in investment strategy, portfolio management, or related roles.
• Series 7 & 66 required.
• Strong knowledge of asset allocation, manager/security selection, and market research.
• Proven ability to synthesize macroeconomic research into actionable investment recommendations.
• Exceptional communication and presentation skills for client‑facing interactions.

• Ability to interpret complex financial data and market trends.
• Skilled in building diversified portfolios aligned with team portfolio objectives.
• Strong verbal and written skills for client presentations and internal collaboration.
• Proficient in macroeconomic analysis and translating insights into actionable strategies.
• Ability to build trust and credibility with high‑net‑worth clients.
• Familiarity with portfolio management systems and financial modeling tools.
• Proficiency in Factset and other portfolio tools.

The anticipated base salary range for this role is $95,000 to $120,000. 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.