Rockefeller Capital Management
Wealth, asset, and investment management
Investment Associate
+ Variable compensation
About the job
- A bachelor's degree in Finance, Economics, Accounting, or a related field.
- 0-2 years of relevant experience in investment analysis or portfolio support.
- Strong proficiency in Excel and familiarity with investment and research platforms.
- The ability to evaluate investment opportunities from both quantitative and qualitative perspectives.
- Strong attention to detail and the ability to manage competing priorities.
- Conduct investment research and due diligence across securities, funds, and alternative investments.
- Perform financial modeling and analysis to support portfolio decisions.
- Monitor portfolio performance and risk across client accounts.
- Prepare investment materials and reporting for client and internal use.
- Track market developments to inform investment positioning.
- Partner with the internal team to support projects and overall client service.
- Series 7 and 66 licenses, or willingness to obtain them if not already licensed.
- Clear and concise written and verbal communication skills.
About the company
Rockefeller Capital Management provides financial advisory and investment management for individuals, families, businesses, and institutions. It specializes in wealth management, asset management, and investment management, offering access to a broad network of solutions tailored to each client’s goals. The company combines its Rockefeller legacy with modern technology to deliver strategic advice, portfolio management, and integrated financial services. Its goal is to help clients grow and protect wealth by linking them to bespoke opportunities not easily found elsewhere.
Company Size
N/A
Company Stage
N/A
Total Funding
$21.4M
Headquarters
New York City, New York
Founded
1882
Get referred to Rockefeller Capital Management
See people who can refer or advise you
Simplify's Take
What believers are saying
- Rockefeller collaborated with Anthropic on AI-enabled advisor workflows on June 10, 2026.
- Spring 2026 recruiting added $3 billion Merrill and $2 billion UBS teams.
- The firm reported roughly $203 billion client assets, supporting premium hiring and growth.
What critics are saying
- Wall Street recruiting war keeps inflating compensation and transition costs through 2026.
- FINRA ordered David Frankfort to repay $1.967 million, signaling sticky broker-clawback disputes.
- AI workflow dependence on Anthropic creates vendor concentration and client-data exposure if Claude disappoints.
What makes Rockefeller Capital Management unique
- Rockefeller Global Family Office deepened Florida coverage with Naples and seven offices by May 2026.
- Greg Fleming hired Anousheh Ansari to steer AI transformation and governance.
- Rockefeller recruited Jason Park from Morgan Stanley to strengthen private markets due diligence.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Paid Vacation
Company News
Luminary, an AI-native wealth transfer and administration platform, has raised $22 million in Series A funding led by Ten Coves Capital. The round included participation from BNY and 8VC, bringing total funding to nearly $32 million since launching in 2021. The platform ingests estate documents and converts them into structured data that powers workflows for financial advisors, trust companies, law firms and accounting firms. This helps them scale guidance on tax-efficient wealth transfer strategy and trust administration. Luminary currently supports client assets totalling more than $500 billion. Customers include Caprock, IEQ Capital and Wealth Enhancement Group. The funding will be used to expand AI capabilities, integrations and administrative workflows, whilst growing the sales and business development teams.
Rockefeller Global Family Office is expanding into Columbus, Ohio, with the addition of Jones Wealth Partners. The team, led by Private Advisor and Managing Director Sidney Jones, advises high-net-worth and ultra-high-net-worth individuals and multigenerational families. Jones brings more than 40 years of experience and has been recognised by Barron's Top 1,500 Financial Advisors list from 2010-2026 and Forbes' Best-in-State Wealth Advisors list from 2018-2026. The team was also named a Forbes Best-in-State Wealth Management Team from 2023-2026. Jones Wealth Partners includes six private advisors and additional support staff. The group will maintain offices in Columbus and Canfield, Ohio, serving clients across the state. They join from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.
Rockefeller Global Family Office has expanded into Naples, Florida, adding Coplin Wealth Partners to its network. The team, led by Private Advisor and Managing Director Steven Coplin, advises ultra-high-net-worth individuals and families on complex financial matters. Coplin brings over 25 years of experience working with multigenerational clients and has been recognised by Forbes on its "Best-in-State Wealth Advisors List" for Florida from 2021-2026. The seven-person team joins from Morgan Stanley and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office. The Naples office marks Rockefeller's seventh location in Florida, joining existing offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.
Rockefeller Capital Management has appointed Anousheh Ansari to its Board of Directors. Ansari currently serves as CEO of XPRIZE, leading the platform focused on breakthrough solutions in climate, health and advanced technologies. Ansari brings extensive experience in building and governing organisations during periods of significant change. In 2006, she became the first female private space explorer and one of the first private citizens to travel to the International Space Station. The appointment comes as technological advances and artificial intelligence reshape financial services. CEO Greg Fleming noted Ansari's expertise in innovation, governance and risk management will prove invaluable as the firm navigates technological change whilst maintaining client responsibility. Rockefeller Capital Management, founded in 1882 as John D. Rockefeller's family office, oversees $203 billion in client assets.
Joseph Erigo joins from Rockefeller Capital Management.