Rockefeller Capital Management · 6 hours ago
Senior Portfolio Analyst
Paramus, NJ
Full-time
Onsite
Mid, Senior Level
$95K/yr - $120K/yr
5+ years expRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. The Senior Portfolio Analyst will be a key member of a Private Advisor team, responsible for developing and implementing customized investment strategies, conducting market research, and monitoring portfolio performance.
Financial Services
Responsibilities
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
Qualification
Required
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
Preferred
CFA, CIMA, CPM or advanced designation preferred
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