Financial Analyst

Job Overview

Rockefeller Capital Management is seeking a skilled Financial Analyst to join their team in New York, NY. This role is crucial in contributing to premier financial advisory and investment management services, helping discerning clients achieve their financial goals through strategic analysis and support.

Company Overview

At Rockefeller Capital Management, the firm aspires to blend the unique promise of the Rockefeller legacy with a culture of innovation and cutting-edge technology. They deliver premier financial advisory and investment management to individuals, families, businesses, and institutions, helping them achieve their goals. Specializing in wealth management, asset management, and investment management, the company connects clients to a broad network of solutions and compelling opportunities. Originally founded in 1882 as John D. Rockefeller’s family office, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

Quick Details

• Salary Range: Market Competitive
• Job Type: Full-time
• Qualifications: None / Open to all applicants
• Experience: 1 Year+

Key Responsibilities

• Conduct in-depth financial analysis and modeling to support investment decisions and strategies.
• Prepare detailed financial reports, presentations, and statements for clients and internal stakeholders.
• Assist in due diligence processes for prospective investments and client portfolios.
• Monitor market trends, economic indicators, and industry developments to inform recommendations.
• Collaborate effectively with portfolio managers and financial advisors to develop strategic financial plans.
• Ensure strict compliance with all relevant financial regulations and internal company policies.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a closely related quantitative field.
• Demonstrated strong analytical and quantitative skills with meticulous attention to detail.
• Proficiency in financial modeling and analysis tools, particularly Microsoft Excel.
• Excellent verbal and written communication, as well as presentation abilities.
• Ability to work efficiently and effectively in a fast-paced, dynamic, and results-driven environment.
• Commitment to ethical practices and a client-centric approach to financial services.

Benefits

• Opportunity to contribute to a prestigious firm with a rich historical legacy and strong reputation.
• Competitive salary package complemented by a comprehensive benefits program.
• Significant professional development and robust career growth opportunities within the firm.
• Exposure to diverse financial markets, complex investment strategies, and high-net-worth clients.
• A collaborative, innovative, and supportive work environment.
• Access to cutting-edge technology and extensive financial resources.