Private Wealth Investment Associate

Rockefeller Capital Management; New York (NY); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health coverage

Vacation time

Retirement plan

Job summary

Rockefeller Capital Management in New York is seeking an Investment Associate to support senior advisors with investment analysis, portfolio insights, and implementation for high-net-worth clients. The role sits at the intersection of research and execution, focusing on financial modeling, due diligence, and monitoring portfolio performance.

You will collaborate with internal teams to ensure timely delivery of investment strategies and client materials, with 0–2 years of relevant experience and

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 0–2 years of relevant experience in investment analysis or portfolio support.
• Series 7 and 66 preferred, or willingness to obtain if not licensed.

Responsibilities

• Conduct investment research and due diligence across securities, funds, and alternatives.
• Perform financial modeling and analysis to support portfolio decisions.
• Monitor portfolio performance and risk across client accounts.
• Prepare investment materials and reporting for clients and internal use.
• Track market developments to inform investment positioning.
• Partner with internal teams to support projects and client service.

Skills

Great communication

Concise written communication

Excel proficiency

Analytical capabilities

Quantitative & qualitative evaluation

Attention to detail

Education

Bachelor’s degree in Finance

Economics or Accounting degree

Tools

Excel

Investment platforms

Job description

Rockefeller Capital Management in New York is seeking an Investment Associate to support senior advisors with investment analysis, portfolio insights, and implementation for high-net-worth clients. The role sits at the intersection of research and execution, focusing on financial modeling, due diligence, and monitoring portfolio performance.

You will collaborate with internal teams to ensure timely delivery of investment strategies and client materials, with 0–2 years of relevant experience and