Investment Associate

1 week ago

Silver Spring, Maryland, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a trusted advisor to ultra- and high-net-worth individuals and families, institutions, and corporations, we offer strategic advice and investment solutions to help our clients achieve their financial goals.

Position: Investment Associate

The Investment Associate is a key member of our advisor team, responsible for financial analysis and modeling of potential investments, management of client allocations, trading, and client relationship management. This role involves fundamental analysis of equity and debt positions in both public and private markets, as well as accounting and due diligence of existing and prospective investments.

Responsibilities:
  • Investment Management (Trading)
    • Oversee the execution of trades for our in-house strategies
    • Work within Envestnet for trading requests through third-party managers
    • Organize the execution of quarterly Structured Notes investments
    • Oversee client insurance and annuities processes
    • Completing investment subscription documents
  • Investment Management (Analysis)
    • Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management
    • Assist in analysis of portfolio risk and risk mitigation techniques including hedging
    • Analysis of portfolio returns and contributors/detractors on both an absolute basis and relative to benchmarks when appropriate
    • Interact with wholesalers and management teams of existing and prospective investments
    • Provide economic and market analysis to team and clients
  • Client Relationship Management
    • Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
    • Attend client meetings as necessary and present client performance
    • Monitor and maintain client allocations to align with updated team targets
  • Client Solutions
    • Speaking with clients, gathering information, inputting planning data, and preparing/communicating financial plans (specifically in Addepar)
  • Business Development
    • Assist with the creation and maintaining of team and strategy marketing material
Qualifications:
  • 3+ years prior client service experience within financial industry, or equivalent experience
  • 3+ years of research & financial analysis experience in the investment field covering various industries and companies
  • Bachelors degree required in related field;
  • Series 7 & 66 preferred or willingness to obtain
  • CFA, CFP, and/or MBA preferred
  • Experience with equities, bonds, complex option structures, alternatives, and structured notes
  • Experience with the financial planning software Addepar is preferred
Skills:
  • Strong understanding of equity, debt and option investing
  • Strong skills in working with investment-related data services including Bloomberg & FactSet
  • Excellent skills in Microsoft Excel and PowerPoint
  • Understanding option structures and how they can solve for various goals
  • Understanding of private markets and alternative investments
  • Experience with financial planning software is a plus (eMoney/Addepar)
  • Strong client facing, interpersonal, organizational, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to adapt to constantly changing market conditions, reporting needs and requirements
Disclosure:

Rockefeller Capital Management 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.

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