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 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.
Position About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management is distinctively positioned to convene global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global equity, U.S. small cap equity, and sustainable investing experience, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to delivering innovative investment solutions and responsive client services. As of December 31, 2023, Rockefeller Asset Management has approximately $13.3 billion in assets under supervision.
The Analyst is mainly responsible for supporting our European Institutional sales and client service efforts across all our team’s constituents: 1) externally with the primary focus on Large Intermediaries and Asset Owners (i.e: Global Banks, Pensions, Multi/Single Family Offices, Insurance etc.) and 2) internally with our investment & performance/portfolio analytics teams).
Responsibilities - Support all European sales and client service efforts, including data inquiries, information requests, meeting coordination and preparation
- Participate in live client & prospective client meetings alongside business development team members and Portfolio Managers when discussing investment portfolios or established RAM strategies to provide information and/or data on a real time basis
- Routinely research and identify potential prospects via online databases and other capital introduction resources for prospective meetings (virtual and in-person)
- Prepare prospect or client briefs (or relationship summaries) in advance of meetings. Post meeting, assist with follow up items and document meeting activities.
- Regularly interface with investment team members, performance/portfolio analytics and trading colleagues to help organize meetings, coordinate presentation material/content and respond to inquiries from external constituents
- Source, coordinate and help complete:
- Request for Proposals (RFP)
- Due Diligence Questionnaires (DDQ)
- Monthly and Quarterly client reports & update calls/marketing materials
- Ad hoc portfolio performance data and commentary requestsSupport Head of team with management reporting, including sales pipeline and sales statistics
- Support business development initiatives for RAM’s platform of strategies whether it be the launch of new strategies or enhancing current strategies
- Develop familiarity with Rockefeller Asset Management history, organizational structure and related subjects, including ability to articulate our investment process, portfolio structures and characteristics
Qualifications• Bachelor’s Degree. A concentration in economics, business or finance is desirable
• 0-2 years of financial services experience a plus
• Willingness to pursue an IMC certification
Skills - Strong analytical and technical skills
- Strong oral and written communication skills
- Heightened sense of quality control and attention to detail
- Ability to work independently (self-starter) and as part of a team
- Flexibility and desire to interact with colleagues in the US virtually
- Ability to anticipate and manage multiple tasks
- Possesses impressive organizational skills, prioritizes, and uses time efficiently
- Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
- Expertise in Microsoft Excel, Word, and Power Point
- Ability to speak additional European languages a plus (especially German)
Disclosure 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.
