European Institutional Client Service Analyst

Rockefeller Capital Management; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

Rockefeller Capital Management is seeking a European Institutional Client Service Analyst in London. This role requires exceptional communication and problem-solving skills, managing client service activities, and supporting business development efforts. The ideal candidate should have a Bachelor’s degree and financial services experience.

Qualifications

• Bachelor’s degree in economics, business, or finance is desirable.
• 1-2 years of financial services experience is a plus.
• Willingness to pursue an IMC certification.

Responsibilities

• Serve as a key point of contact for non-US institutional clients.
• Manage day-to-day client servicing activities and produce reporting materials.
• Coordinate internal teams to resolve client inquiries.

Skills

Analytical skills

Communication skills

Attention to detail

Organizational skills

Problem-solving skills

Education

Bachelor’s Degree in economics, business or finance

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

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

About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management is distinctively positioned to convene global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global equity, U.S. small cap equity, and sustainable investing experience, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to delivering innovative investment solutions and responsive client services. As of June 30, 2025, Rockefeller Asset Management has approximately $16.5 billion in assets under supervision.

We’re seeking a proactive and enthusiastic team member with exceptional communication and problem-solving skills, and a high level of attention to detail to deliver outstanding service to our global institutional clients—both existing and prospective. The European Institutional Client Service Analyst is responsible for day-to-day client service activities and sales support functions across all team constituents:

• External: primary focus on large intermediaries and asset owners (i.e. global financial institutions, pension funds, insurance firms, multi/single family offices, etc.).
• Internal: regular interaction with business development, portfolio analytics, portfolio management, product specialist, legal, marketing, compliance, and operations teams.

Responsibilities

Client Service

• Serve as a key point of contact for non-US institutional clients ensuring timely, accurate, and high-quality service.
• Manage day-to-day client servicing activities, ensuring all reporting and deliverables meet client expectations and regulatory requirements.
• Produce and enhance client reporting materials (monthly, quarterly, ad hoc), ensuring accuracy and timely delivery.
• Coordinate and prepare for client meetings, including briefing materials, real-time data support, and post-meeting follow-up.
• Liaise with internal teams (Investments, Trading, Operations, Legal, Compliance, Portfolio Analytics) to resolve client inquiries and escalate issues as needed.
• Assist in the preparation of RFPs, DDQs, marketing materials, and performance commentary.
• Support the business development team with internal reporting, data analysis, and process improvements.
• Continuously improve reporting processes, including automation of templates and streamlining workflows in Excel and PowerPoint.
• Participate in live client meetings alongside relationship management team members and Portfolio Managers, providing information and/or data on a real time basis.
• Maintain a deep understanding of client mandates, investment strategies, and portfolio composition to advocate effectively on the client’s behalf.

Sales and Business Development Support

• Prepare prospect or client briefs/relationship summaries in advance of meetings. Post meeting, document meeting activities and assist with follow up items.
• Maintain a client mapping database and conduct research on prospective clients to support business development efforts.
• Develop and maintain client-facing presentations and contribute to the launch and promotion of new or enhanced investment strategies.
• Build familiarity with the firm’s history, structure, and investment philosophy to effectively communicate with clients and prospects.

Qualifications

• Bachelor’s Degree. A concentration in economics, business or finance is desirable
• 1-2 years of financial services experience is a plus
• Willingness to pursue an IMC certification

Skills

• Strong analytical and technical skills
• Strong oral and written communication skills
• Heightened sense of quality control and attention to detail
• Ability to work independently (self-starter) and as part of a team
• Flexibility and desire to interact with colleagues in the US virtually
• Ability to anticipate and manage multiple tasks, particularly during quarterly reporting periods
• Possesses impressive organizational skills, prioritizes, and uses time efficiently
• Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
• Expertise in Microsoft Excel, Word, and Power Point

Desirable but not essential:

• Experience using AI is a plus. To create client service processes and organize data,
  as well as prepare pre-meeting materials and post-meeting follow-up tasks more
  efficiently
• Experience with Salesforce and other CRM systems
• Experience with Seismic
• Knowledge of computer programming (VBA, SQL, etc.)
• Ability to speak additional European languages

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.

• Bachelor’s Degree. A concentration in economics, business or finance is desirable
• 1-2 years of financial services experience is a plus
• Willingness to pursue an IMC certification

Client Service

• Serve as a key point of contact for non-US institutional clients ensuring timely, accurate, and high-quality service.
• Manage day-to-day client servicing activities, ensuring all reporting and deliverables meet client expectations and regulatory requirements.
• Produce and enhance client reporting materials (monthly, quarterly, ad hoc), ensuring accuracy and timely delivery.
• Coordinate and prepare for client meetings, including briefing materials, real-time data support, and post-meeting follow-up.
• Liaise with internal teams (Investments, Trading, Operations, Legal, Compliance, Portfolio Analytics) to resolve client inquiries and escalate issues as needed.
• Assist in the preparation of RFPs, DDQs, marketing materials, and performance commentary.
• Support the business development team with internal reporting, data analysis, and process improvements.
• Continuously improve reporting processes, including automation of templates and streamlining workflows in Excel and PowerPoint.
• Participate in live client meetings alongside relationship management team members and Portfolio Managers, providing information and/or data on a real time basis.
• Maintain a deep understanding of client mandates, investment strategies, and portfolio composition to advocate effectively on the client’s behalf.

Sales and Business Development Support

• Prepare prospect or client briefs/relationship summaries in advance of meetings. Post meeting, document meeting activities and assist with follow up items.
• Maintain a client mapping database and conduct research on prospective clients to support business development efforts.
• Develop and maintain client-facing presentations and contribute to the launch and promotion of new or enhanced investment strategies.
• Build familiarity with the firm’s history, structure, and investment philosophy to effectively communicate with clients and prospects.