Associate Portfolio Strategist

Rockefeller Capital Management; Pennsylvania; On-site; USD 85,000 - 110,000; Full time

Job summary

Rockefeller Capital Management in the United States seeks an Associate Portfolio Strategist to support the Equity Strategies team with portfolio management, thematic investing, client portfolio analysis, and investment communications.

You will work closely with senior strategists to develop actionable insights, monitor model portfolios, conduct market research, and assist advisors with client-specific needs.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 1-3 years of investment, research, portfolio management, or financial analysis experience.
• Strong understanding of markets, equities and investing.
• Series 7 & 66 preferred, if not willingness to obtain

Responsibilities

• Monitor model portfolios and investment strategies.
• Track portfolio performance, attribution, and risk metrics.
• Prepare portfolio reviews and materials for committees.
• Maintain model portfolio holdings and watch lists.
• Conduct analysis on securities, sectors, and thematic opportunities.
• Assist in creating investment cases, catalysts, and risk assessments.
• Support advisor questions regarding portfolio positioning, holdings, and investment recommendations.
• Help create client-friendly investment commentary and educational content.

Skills

Portfolio construction

Risk management

Investment presentations

Research reports

Equities evaluation

Written & verbal communication

Attention to detail

Excel & PowerPoint

Education

Bachelor's degree in Finance / Economics / Accounting / Business

Tools

Bloomberg

FactSet

Morningstar

Excel

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.

Position

The Associate Portfolio Strategist will support the Equity Strategies team in portfolio management, thematic investing initiatives, client portfolio analysis, and investment communications. This individual will work closely with senior portfolio strategists and research professionals to help develop actionable investment insights, monitor model portfolios, conduct market research and support advisors with client-specific investment needs.

This role is ideal for an early-career investment professional seeking broad exposure to model portfolio construction, equity research and advisor engagement within a sophisticated wealth management environment.

Responsibilities

• Portfolio Management Support
  • Monitor model portfolios and investment strategies.
  • Track model portfolio performance, attribution, and risk metrics.
  • Prepare portfolio reviews and investment committee materials.
  • Maintain model portfolio holdings and watch lists.
• Equity Research & Analysis
  • Conduct analysis on individual securities, sectors, and thematic investment opportunities.
  • Monitor earnings releases, company news, and industry developments.
  • Assist in creating investment cases, catalysts, and risk assessments.
  • Support thematic research across long-term secular growth trends.
• Client & Advisor Support
  • Perform personalized client portfolio reviews and comparisons.
  • Assist in preparing presentation materials for advisors, prospects, and clients.
  • Respond to advisor questions regarding portfolio positioning, holdings, and investment recommendations.
  • Help create client-friendly investment commentary and educational content.
• Market Intelligence
  • Monitor macroeconomic developments and market trends.
  • Track earnings calendars, corporate actions, index changes, and other investment catalysts.
  • Maintain internal research databases and reporting tools.
  • Identify emerging opportunities and risks affecting portfolios.
• Research Publications & Communications
  • Assist with production of investment reports, market updates, and thematic research pieces.
  • Create charts, graphics, and supporting analytics.
  • Support recurring investment communications and commentary.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• 1-3 years of investment, research, portfolio management, or financial analysis experience.
• Strong understanding of markets, equities and investing.
• Desire to develop quantitative and analytical abilities.
• Series 7 & 66 preferred, if not willingness to obtain

Skills

• Basic understanding of portfolio construction and risk management.
• Experience creating investment presentations and research reports.
• Familiarity with a process to evaluating individual equites and methodologies.
• Bloomberg, FactSet, Morningstar, or similar platform experience.
• Strong written and verbal communication skills.
• Strong attention to detail.
• Strong Excel and PowerPoint skills.

Compensation Range

The anticipated base salary range for this role is $85,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.