Associate Portfolio Strategist: Equity & Research

Rockefeller Capital Management

Hamilton (NJ)

On-site

USD 85,000 - 110,000

Full time

8 days ago

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Job summary

Rockefeller Capital Management seeks an Associate Portfolio Strategist to support the Equity Strategies team with portfolio management, market research, and advisory communications. You will work with senior strategists to monitor model portfolios, perform analysis, and help prepare investment materials for advisors and clients.

Ideal for an early-career investment professional aiming exposure to model portfolios, equity research, and client engagement in a sophisticated wealth-management

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
1-3 years of investment, research, portfolio management, or financial analysis experience.
Series 7 & 66 preferred, if not willingness to obtain

Responsibilities

Support portfolio management and monitor model portfolios and risk metrics.
Conduct equity research on securities, sectors, and thematic opportunities.
Prepare investment committee materials and client presentations.
Assist in market intelligence and tracking earnings and catalysts.
Create investment commentary and educational content for clients/advisors.

Skills

Portfolio construction

Risk management

Investment presentations

Research reports

Equities evaluation

Data platforms

Communication skills

Attention to detail

Excel & PowerPoint

Education

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

Tools

Bloomberg

FactSet

Morningstar

Job description

Ideal for an early-career investment professional aiming exposure to model portfolios, equity research, and client engagement in a sophisticated wealth-management

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