Product Specialist

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: This role is part of the Investment Reporting team, collaborating with the Head of Investment Reporting and the Investment Reporting teams. The Product Specialist role is a combination of implementation and field support. This position will be tasked to work with cross-functional stakeholders including technology and project management, both internally and externally, to install a new portfolio analytics platform. They will also be charged with designing the operational workflow and support models for the new offering. The Product Specialist role will ultimately evolve into a support role and will serve as the primary contact for training, inquiries, and platform enhancements. The ideal candidate has prior experience in product management or quantitative roles and has supported other portfolio analytic solutions. This candidate should be extremely detail oriented, strategic and communicative and should be able to traverse internal and external stakeholders alike and problem-solve with speed and precision. They should work well both as individuals and as part of a team. Responsibilities: Supporting key initiatives related to the new portfolio analytics offering, including vendor onboarding, platform setup and data connectivity Collaborating with cross-functional stakeholders to define platform and offering objectives, coordinating requirements, features, UI / UX design and testing Creating and evolving operational workflows and process documentation, ensuring continuous improvement Developing training to educate private advisors and their teams on analysis, proposals, asset allocation, stress testing scenarios and projections Testing the accuracy of the models, analysis and reporting generated from the utility Developing and maintaining support metrics to analyze incident trends, measure vendor responsiveness and identify opportunities for improvement Serving as the liaison between the field and vendor support to resolve data and analysis related incidents Tracking, managing and resolving field inquiries and including support quality reviews and follow-ups on non-responsive incidents Assisting with ad hoc projects related to process and platform improvements, and change initiatives Developing and delivering platform and enhancement related communications Qualifications: BA/BS degree in Finance, Mathematics, Accounting, Economics, Statistics, Data Analytics or related field; non-finance majors with relevant experience are welcome to apply Prior experience with Aladdin, Venn, FactSet SPAR, Zephyr or similar portfolio analytic software preferred Prior experience with asset allocation analysis, portfolio composition, performance and risk analysis, and stress testing preferred Excellent communication skills, with the ability to work cross-functionally across teams Skills: Familiarity with performance measurement, portfolio composition, client reporting, asset schema, benchmarks, and market data General knowledge of investments and / or portfolio reporting and related terminology Robust mathematical skills Ability to work well independently and as part of a team High attention to detail, ensuring accuracy in data and reporting Managing data efficiently, ensuring all metrics and reports are accurate Strong interpersonal skills, communicating clearly with internal and external teams Ability to assess complex data and operational processes to identify trends and insights Top notch organizational skills, effectively managing multiple tasks, deadlines and priorities 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.