Position
DESCRIPTION:
- Conduct quantitative analyses of information involving investment programs particularly on investment and performance of prospective portfolio holdings for high-net-worth clients. This includes utilizing analytics strategies and financial analysis to compare and contrast company valuations and charts to help maximize client returns and performance
- Perform technical analysis and financial modeling when handling portfolio needs including onboarding of new clients, account opening and maintenance, transferring assets and money movement, and financial due diligence.
- Streamlining operational functions by creating and running regular reports on a holistic, business, level for the team to help streamline processes and increase efficiency
- Complete investment subscription documents.
- Respond to account activity and statement inquiries.
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions.
- Generate expense reports for submission using Concur.
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved.
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.).
- Support marketing efforts by promoting client seminars and events.
- Review daily activity and reconcile current client activity, funds transfers and previous days activity and trades against various clearing firm systems to ensure accuracy.
- Support client insurance and annuities processes.
- Role holder is eligible to work hybrid (4 days in office, 1 day remote)
REQUIREMENTS:
- Bachelors degree or foreign equivalent in Applied Analytics, Finance, or a related field and one (1) year of prior client service experience within the financial industry. Must have at least 1 year of full-time experience in Wealth Management, client services, or similar field. The 1 year of full-time experience must include the following skills:
- Client service experience within financial industry or wealth management
- Operational aspects of client accounts including posting daily cash activity, and entering trade instructions
- Account opening and maintenance of client accounts
- Strong Microsoft Office skills including Excel & PowerPoint
- Role holder is eligible to work hybrid (4 days in office, 1 day remote)
LOCATION:
45 Rockefeller Plaza, 5th Floor, NY, NY 10111
SALARY:
$90,000 to $120,000 per year
APPLY:
Submit resume and apply on Rockefeller Capital Managements website at: https://www.rockco.com/about-rcm/working-at-rockefeller/
