Alternative Investments Analyst: Platform & Growth

Rockefeller Capital Management; Trenton (NJ); On-site; USD 85,000 - 100,000; Full time

Job summary

Rockefeller Capital Management is seeking a member of the Alternative Investments team to manage the company’s platform and support Rockefeller Private Advisors.

You will liaise with investment managers, investor relations, Compliance, Operations, Technology, Finance, and external partners to deliver and maintain differentiated investment offerings while supporting onboarding of advisor portfolios onto the platform.

Qualifications

• 1-3 years of experience in financial services.
• Bachelor’s Degree.
• Willingness to obtain FINRA Series 7 & 66 licenses.

Responsibilities

• Support Rockefeller PAs, client associates and other staff relating to Rockefeller alternative investment product solutions, platforms and tools.
• Respond to inbound inquiries for assistance by providing solution-based recommendations for PAs and other staff, including general questions and dedicated follow-through on more complex issues.
• Support proactive outreach and communication on matters important to PA teams.
• Help to manage the relationship between Rockefeller and external fund managers, vendors and other relationships.
• Assist with the creation and maintenance of the team’s internal websites, policies, and procedures.
• Manage the ongoing production, review, approval, and distribution of marketing materials for the alternative investments platform.
• Track and present data metrics to assist in the growth and maintenance of the company’s alternative investment platform
• Provide strategic and tactical advice in all aspects of the development and implementation of the Company’s alternative investment offerings in an effort to scale the business more effectively and efficiently
• Assist in the onboarding of new advisor teams’ alternative investment portfolios onto the Company’s platform and maintaining an alternative investments product tool of key information
• Identify opportunities to integrate Artificial Intelligence in any processes to streamline workflows
• Participate in a variety of other firm activities and projects as needed

Skills

Self-starter

Communication skills

Analytical skills

Independent worker

Microsoft Office

Education

Bachelor’s Degree

Willingness to obtain FINRA Series 7 & 66 licenses

Tools

Microsoft Copilot Excel, Word, PowerPoint, Access

Job description

Rockefeller Capital Management is seeking a member of the Alternative Investments team to manage the company’s platform and support Rockefeller Private Advisors.

You will liaise with investment managers, investor relations, Compliance, Operations, Technology, Finance, and external partners to deliver and maintain differentiated investment offerings while supporting onboarding of advisor portfolios onto the platform.