Address
Form of workAbout Rockefeller Capital Management
Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
Position
As a member of the Investment Due Diligence team, the individual will perform all aspects of manager selection, including sourcing, Due Diligence, and monitoring. The individual will work primarily on private market opportunities across all asset classes. This individual will also be part of the team that manages the Company's private equity fund of funds and also performs private market research to help inform investment views and opportunities.
Responsibilities
• Source, diligence, recommend and cultivate access to both top-tier private investment funds as well as high quality emerging funds, principally in the United States, although global private equity managers may also be incorporated in the private equity program from time to time
• Provide strategic and tactical advice in all aspects of the development, implementation, and ongoing monitoring of the Company's Private Markets investment offerings
• Perform an initial review of existing Private Markets holdings in the Company's client portfolios to assist in monitoring and updating clients on their investments
• Perform appropriate ongoing Due Diligence and monitoring on prospective and existing 3rd party managers
• Develop reports and marketing materials related to fund-of-funds offerings and other third party manager offerings
• Draft regular communications and oversight of administrative reporting for all private equity fund of fund vehicles
• Present diligence findings and recommendations to investment committees
• Participate in a variety of other firm activities, calls, presentations and projects as needed
Qualifications
• Bachelor's Degree. A concentration in economics, business, finance or other technical field is preferred.
• 1-2 years of manager research or other relevant investment experience
• Background in Due Diligence at private wealth management firm is preferred
• CFA or CAIA designation is preferred (but not required)
• Active Series 7 registration is preferred
Skills
• Strong analytical and technical skills;
• Strong oral and written communication skills;
• Attention to detail;
• Ability to work independently and as part of a team;
• Prompt follow-up and responsiveness;
• Ability to manage multiple tasks; and
• Strong knowledge of Microsoft Excel, Word, Power Point, Access, FactSet and Bloomberg
Compensation Range
The anticipated base salary range for this role is $95,000 - $105,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") 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.
Rockefeller Capital Management is a leading independent financial advisory firm - providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
Position
As a member of the Investment Due Diligence team, the individual will perform all aspects of manager selection, including sourcing, Due Diligence, and monitoring. The individual will work primarily on private market opportunities across all asset classes. This individual will also be part of the team that manages the Company's private equity fund of funds and also performs private market research to help inform investment views and opportunities.
Responsibilities
• Source, diligence, recommend and cultivate access to both top-tier private investment funds as well as high quality emerging funds, principally in the United States, although global private equity managers may also be incorporated in the private equity program from time to time
• Provide strategic and tactical advice in all aspects of the development, implementation, and ongoing monitoring of the Company's Private Markets investment offerings
• Perform an initial review of existing Private Markets holdings in the Company's client portfolios to assist in monitoring and updating clients on their investments
• Perform appropriate ongoing Due Diligence and monitoring on prospective and existing 3rd party managers
• Develop reports and marketing materials related to fund-of-funds offerings and other third party manager offerings
• Draft regular communications and oversight of administrative reporting for all private equity fund of fund vehicles
• Present diligence findings and recommendations to investment committees
• Participate in a variety of other firm activities, calls, presentations and projects as needed
Qualifications
• Bachelor's Degree. A concentration in economics, business, finance or other technical field is preferred.
• 1-2 years of manager research or other relevant investment experience
• Background in Due Diligence at private wealth management firm is preferred
• CFA or CAIA designation is preferred (but not required)
• Active Series 7 registration is preferred
Skills
• Strong analytical and technical skills;
• Strong oral and written communication skills;
• Attention to detail;
• Ability to work independently and as part of a team;
• Prompt follow-up and responsiveness;
• Ability to manage multiple tasks; and
• Strong knowledge of Microsoft Excel, Word, Power Point, Access, FactSet and Bloomberg
Compensation Range
The anticipated base salary range for this role is $95,000 - $105,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") 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.
