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Rockefeller Capital Management · 1 month ago

Investment Due Diligence Analyst

New York, NY

Full-time

Onsite

Entry, Mid Level

$80K/yr - $90K/yr

1+ years exp

Rockefeller Capital Management is a leading independent financial advisory services firm that offers strategic advice to high-net-worth individuals and institutions. The Investment Due Diligence Analyst will be responsible for sourcing, analyzing, and monitoring investment managers, focusing on various asset classes and providing insights to support private advisors and clients.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Conduct investment due diligence on various investment strategies with a primary focus on long-only equity and fixed income portfolios

Perform initial and ongoing fundamental investment due diligence incorporating qualitative assessments and quantitative analysis. Hold manager meetings, review relevant materials, and assess portfolio holdings characteristics, attribution reports and performance track records

Implement a primarily quantitative analysis of mutual funds and exchange traded funds

Maintain coverage of investment strategies through ongoing monitoring reviews, conforming to established policies and procedures

Present diligence findings and recommendations to investment committees, managed solutions and distribution colleagues, private advisors and clients

Partner with RGFO’s CIO Office and identify high conviction managers and strategies to provide timely implementation ideas fulfilling the firm’s macro-economic views

Participate in a variety of other firm activities, calls, presentations and projects as needed

Maintain updated knowledge on industry and asset class trends, market events, and other developments relevant to asset managers, high net worth and institutional clients

Qualification

Investment due diligenceQuantitative analysisFinancial services experienceCFA designationMicrosoft ExcelAnalytical skillsTask managementMicrosoft WordMicrosoft PowerPointMorningstar DirectCommunication skillsAttention to detailTeamwork

Required

Bachelor's degree

1-3+ years of experience in the financial services industry

FINRA Series 7 license or willingness to obtain within 120 days of hire

Strong analytical and technical skills

Strong oral and written communication skills

Attention to detail

Ability to work independently and as part of a team

Prompt follow-up and responsiveness

Ability to manage multiple tasks

Strong knowledge of Microsoft Excel, Word, PowerPoint

Preferred

Concentration in economics, business, finance or other technical field

Experience in investment due diligence

MBA

CFA or CAIA designation

Proficiency with Morningstar Direct

Benefits

Health coverage

Vacation time

Paid leave

Retirement plan

Discretionary bonus

Company

Rockefeller Capital Management

Glassdoor4.2

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.

Founded in 2018

New York, New York, US

1001-5000 employees

https://www.rockco.com/

H1B Sponsorship

Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (6)

2023 (2)

2022 (2)

2021 (3)