Investment Associate

Rockefeller Capital Management, originally founded in 1882 as the Rockefeller family office, today manages $212 billion in client assets as one of the leading independent financial advisory firms in the United States. With offices across 33 domestic markets and London, the firm serves ultra- and high-net-worth individuals, families, institutions, and corporations.

The Investment Associate in Atlanta joins the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. The role bridges research and execution, focusing on financial modeling, investment due diligence, and ongoing portfolio performance monitoring.

Core responsibilities include conducting investment research and due diligence across securities, funds, and alternative investments; performing financial modeling and analysis; monitoring portfolio performance and risk across client accounts; preparing investment materials and reporting; and partnering with internal teams to support trade execution and overall client service.

The ideal candidate holds a bachelor's degree in Finance, Economics, or a related field with 2+ years of relevant investment analysis experience. Series 7 and 66 licenses are preferred, as is progress toward a CFP, CFA, or similar professional designation.