Strategic Accounts Analyst

About 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
About Rockefeller Asset Management
Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management L.P., offers global, U.S., non-U.S., and environmental, social and governance (ESG) equity strategies, as well as a range of tax-exempt and taxable fixed income strategies, serving institutions, high net-worth individuals and families. With over 30 years of experience in global investing, we pair our distinctive worldview and long-term investment horizon with thorough fundamental research combining traditional and ESG-integrated and non-traditional analysis. We offer strategies that seek to outperform benchmarks over multiple market cycles, driven by a disciplined investment process in a highly collaborative team culture. As of December 31, 2021, Rockefeller Asset Management had $12.6B in assets under management.
The Analyst is mainly responsible for supporting our U.S. Strategic Account sales and client service efforts across all our team's constituents: 1) Internally with the Rockefeller Global Family Office Private Advisor Teams and 2) Externally with the primary focus on Large Intermediaries and Asset Owners (i.e: Global Private Banks, Sub-Advised Sponsors, Broker Dealers, & Independent RIAs). The Analyst will be expected to support the distribution and client service efforts across all of RAM's investment strategies, including alternatives, equities and fixed income.
Responsibilities

• Support all sales and client service efforts across prospects, and clients, including data inquiries, information requests, meeting coordination and preparation for RAM's North American -based clients
• Participate in live client & prospective client meetings alongside Sales Lead and Portfolio Managers when discussing investment portfolios or established RAM strategies to provide information and/or data on a real time basis
• Routinely research and identify potential prospects via online databases and other capital introduction resources
• Manage prospecting and client service digital campaign opportunities
• Prepare prospect or client briefs in advance of meetings. Post meeting, assist with follow up items and document meeting activities
• Regularly interface with investment team members, performance/portfolio analytics and trading colleagues to help organize meetings, coordinate presentation material/content and respond to inquiries from external constituents
• Source, coordinate and help complete:
  
  • Request for Proposals (RFP)
  • Due Diligence Questionnaires (DDQ)
  • Monthly and Quarterly updates/marketing materials
  • Ad hoc portfolio performance data and commentary requests
• Support Head of team with management reporting, including sales pipeline and sales statistics
• Support business development initiatives for RAM's platform of strategies whether it be the launch of new strategies or enhancing current strategies
• Conduct competitive analysis on investment products, strategies and trends in the marketplace
• Develop familiarity with Rockefeller Asset Management history, organizational structure and related subjects, including ability to articulate our investment process, portfolio structures and characteristics

Qualifications

• Bachelor's Degree
• 1-2 years of asset management, wealth management or investment banking experience a plus
• FINRA series 7 & 63 licenses are required for this position. Candidates are not required to have series 7 & 63 licenses, but must obtain within 90 days of hire
• Willingness to pursue a CFA designation or MBA is desirable

Skills

• Strong analytical and technical skills
• Strong oral and written communication skills
• Heightened sense of quality control and attention to detail
• Ability to work independently (self-starter) and as part of a team
• Ability to anticipate and manage multiple tasks
• Possesses impressive organizational skills, prioritizes, and uses time efficiently
• Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
• Expertise in Microsoft Excel, Word, and Power Point
• Working knowledge of Microsoft Dynamics365 (or equivalent CRM), Bloomberg , eVestment, & Morningstar is a plus

Compensation Range
The anticipated base salary range for this role is $75,000 to $85,000. 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.