What are the responsibilities and job description for the Investment Manager position at Rockefeller Capital Management?
About 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 $151 billion in client assets as of December 31, 2024.
Position
The Investment Manager actively supports the client relationship team with all aspects related to the client investment portfolio. This individual serves a direct point of contact for client related inquiries handling questions related to asset allocation as well as account management, as needed. This role is a key member of the collaborative, team-centric approach to client servicing across the Rockefeller Global Family Office.
Responsibilities
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.
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 $151 billion in client assets as of December 31, 2024.
Position
The Investment Manager actively supports the client relationship team with all aspects related to the client investment portfolio. This individual serves a direct point of contact for client related inquiries handling questions related to asset allocation as well as account management, as needed. This role is a key member of the collaborative, team-centric approach to client servicing across the Rockefeller Global Family Office.
Responsibilities
- Partners with the Client Advisor and/or Investment Advisor to develop an overall investment strategy for the client, and plays a key role in the execution of that strategy.
- Participates in client meetings by summarizing key points and taking a view on investment opportunities for clients.
- Handles all client paperwork, including the organization and maintenance of client files electronically.
- Assist with the management and delivery of client communications related to investment strategy, performance, and outlook. Instill a high degree of confidence in the firm’s investment capabilities and respond to general client inquiries.
- Supports the relationship lead with all aspects related to client account operational activity, asset allocation, and account oversight and reporting.
- Responsible for providing excellent customer service by responding to all client questions in a timely and professional manner.
- May mentor more junior Investment Associates and provide day to day guidance.
- Bachelor's Degree required; degree/coursework in Finance, Accounting, Economics or Statistics preferred
- 5 to 7 years of related experience
- Experience with NFS, Tamarac, and/or Addepar
- Prior experience with CRM
- Series 7 or working toward license
- Advanced degree achieved or in progress, including MBA, CFA, or CFP
- Expertise working with numbers and strong ability to synthesize and work with large data sets
- Excellent communication and presentation skills
- Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
- Strong attention to detail with excellent analytical skills
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
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.
