Alternative Investments Operations

Operations Analyst

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

The Operations Analyst will service Rockefeller Advisor Teams with all operational aspects related to Alternative Investments including Transfers, Trades processing, capital calls, reconciliation, and documentation review. Analysts will communicate daily with our internal product team, our clearing firm (National Financial Services - NFS), as well as outside fund sponsors and administrators as necessary.

Responsibilities

• Review documentation in regard to Transfers, Subscriptions, and Redemptions for completion and accuracy before submitting to NFS for processing.
• Support on-boarding events of Private Advisor teams with the transfer of Alternative Investments
• Liaise with NFS as well as the various fund sponsors regarding administrative issues and account activity.
• Partner with the technology as well as the product team to continuously enhance systems and processes.
• Responsible for review and monitoring of Alternative Investment account level documentation.

Qualifications

Skills

Compensation Range

The anticipated base salary range for this role is $75,000 to $90,000. 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.