Rockefeller Capital Management · 8 hours ago
Investment Strategist
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expRockefeller Capital Management is a leading independent financial advisory services firm that offers strategic advice to high-net-worth individuals and families, institutions, and corporations. They are seeking a motivated individual to join their Private Wealth Management team as an Investment Strategist, where the role involves collaborating with advisors and directly interacting with clients to identify investment opportunities and manage client strategies.
Financial Services
Responsibilities
Participate in Investment Committee meetings; provide information to make investment decisions
Present new ideas and adjustments to existing investments; articulate the reasons
Identify new investment opportunities, track market trends, analyze risk; provide write-ups and reports as necessary
Upkeep reporting/performance systems
Completing investment subscription documents
Trading and implementation of client investment strategies
Qualification
Required
5+ years client service and investment experience within financial industry
Registered with Series 7 & 66 (or 7, 65 & 63)
BA/BS degree
Client-facing, interpersonal, organizational, and client service skills
Ability to adapt to constantly changing market conditions, reporting needs and requirements
Detail-oriented with ability to prioritize and organize workflow
High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively
Strong Microsoft Office skills including Excel & PowerPoint, as well as Bloomberg, Envestnet & various performance reporting systems such as Tamarac and Black Diamond
Benefits
Health coverage
Vacation time
Paid leave
Retirement plan
And more
Company
Rockefeller Capital Management
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.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase