Portfolio Strategist Associate - Research & Advisory

Rockefeller Capital Management; Pennsylvania; Presencial; USD 85 000 - 110 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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

Responsabilidades

• 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.

Conhecimentos

Portfolio construction

Risk management

Investment presentations

Research reports

Equities evaluation

Written & verbal communication

Attention to detail

Excel & PowerPoint

Formação académica

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

Ferramentas

Bloomberg

FactSet

Morningstar

Excel

PowerPoint

Descrição da oferta de emprego

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.