Finance Analyst


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Full Job Description

About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees approximately $85 billion in client assets. Headquartered in New York City, the firm has over thirty offices across the United States.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 139-year history of excellence in global family office and investment management of the Rockefeller family.
Position: The Finance Analyst will work directly with the Chief Financial Officer & Chief Risk Officer (CFO & CRO) on a variety of bespoke projects and initiatives in connection with developing information and analysis to help the Firm achieve its goals and objectives. This Analyst will gain diverse experience playing an important role under the direction of the CFO & CRO, research and analysis, producing presentation materials, and supporting project coordination and management. This role requires a proactive, detail oriented and highly organized individual who displays excellent project management and communication skills.
Responsibilities:

Perform research and analysis related to various projects that fall within the scope of all business units that report to the CFO & CRO
Prepare presentations and reports to be used by key stakeholders
Conduct financial and other business-related research
Coordinate complex and often time-sensitive processes
Perform Ad Hoc requests to support management decision-making

Qualifications:

1 year of corporate work experience, preferably in financial services
Bachelor’s degree in Business, Finance or Economics preferred

Skills:

Must be proficient in Microsoft Office programs especially Excel, PowerPoint, and Word
Ability to create detailed materials and reports appropriate for a sophisticated audience
Exceptional attention to detail
Excellent interpersonal and communication skills to interact with multiple levels of staff and senior leadership
Ability to work well independently and as a part of a team
Strong organizational and time management skills
Ability to exercise discretion with confidential matters
Ability to do financial modeling
Ability to assist in development of high-quality financial presentations

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”).

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