What are the responsibilities and job description for the Financial Analyst position at 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
The Financial Analyst actively supports our Private Advisor Team in our Cincinnati office with all aspects related to client account operational activity, asset allocation, and account oversight and reporting. The Financial Analyst often serves as a direct point of contact for client related inquiries handling issues of account management, such as on-boarding, new relationships, and daily account activity. This role is a key member of the collaborative, team-centric approach to client servicing across the Family Office.
Responsibilities
• Partners with team members on the creation of all client materials, including custom books, projections, Monte Carlo simulations, and reporting
• Assists with processing wires, trades, and account openings
• Handles all client paperwork, including the organization and maintenance of client files electronically
• Gather and manage various forms of client data (i.e., tax information, investment information, etc.) to support the team in the effective planning of client service strategy
• Preparing and coordinating tax projections and quarterly estimated payments
• Preparing and filing tax returns for clients
• Provide advice regarding estate planning documents and considerations
• Responsible for providing excellent customer service by responding to all client questions and inquiries in a timely and professional manner.
Qualifications
• Bachelor's Degree required
• 2 to 3 years of relevant experience
• SIE, Series 7 and Series 66 Required
• Experience with NFS, Wealthscape, Tamarac, and/or Addepar preferred.
Skills
• Excellent communication and presentation skills
• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
• Comfort working with numbers and strong ability to synthesize and work with large data sets
• Strong attention to detail with excellent analytical skills
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
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.
