Rockefeller Capital Management · 18 hours ago
Investment Strategist
Atlanta, GA
Full-time
Onsite
Senior Level
7+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018, offering strategic advice to high-net-worth individuals and institutions. The Investment Strategist will be responsible for shaping and executing investment strategies, conducting market research, and overseeing portfolio construction for ultra- and high-net-worth clients.
Financial Services
Responsibilities
Develop and implement customized investment strategies for ultra- and high-net-worth clients
Conduct macroeconomic and market research to inform asset allocation decisions
Evaluate and recommend investment managers and strategies across public and private 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, alternative investments, and emerging opportunities
Qualification
Required
Bachelor's degree required; CFA or advanced degree preferred
7+ years of experience in investment strategy, portfolio management, or related roles
Series 7 & 66 required
Strong knowledge of asset allocation, manager selection, and alternative investments
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 client 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
Preferred
CFA or advanced degree preferred
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