Qureos Mentor

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.</div>
Position:
<div>
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&amp;A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.</div>
Responsibilities:
<div>
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.</div><div></div><div><br>
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.</div><div></div><div><br>
Associate work will include:</div><ul><li>
Performing financial analysis and financial modeling, utilizing various valuation techniques</li><li>
Drafting of materials for client meetings</li><li>
Preparation of memoranda for internal and external use</li><li>
Conducting financial and other business-related research</li><li>
Coordinating complex and often time-sensitive processes</li><li>
Active involvement in client-facing situations</li><li>
Deal execution logistics</li><li>
Participation in talent development efforts, including recruiting and training</li></ul>
Qualifications:
<ul><li>3+ years of experience as an investment banking Analyst or Associate</li><li>
Bachelor&rsquo;s degree in finance, accounting, or related field</li><li>
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)</li></ul>
Skills:
<ul><li>Excellent verbal and written communication skills</li><li>
Strong grasp of corporate finance and financial accounting</li><li>
High attention to detail and commitment to deliver high quality work product consistently</li><li>
Strong analytical and quantitative skills</li><li>
Able to work accurately under stress and pressure to meet competing deadlines</li><li>
Excellent time-management skills</li><li>
Ability to work well independently and as part of a team</li><li>
Assertiveness, initiative, strong work ethic, team focus</li><li>
Demonstrated and proven results</li><li>
Experience with valuation, modeling and forecasting</li><li>
Creative problem solver who thrives when presented with a challenge</li><li>
Persuasive and goal-oriented</li><li>
Possesses a professional and friendly demeanor</li><li>
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate&rsquo;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.
</div>Disclosure:
<div>
Rockefeller &amp; 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, &ldquo;Rockefeller&rdquo;) 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 (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Banking Associate I

<div>About Rockefeller Capital Management:
<div>
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.</div>
Position:
<div>
A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as an Investment Analyst. The Investment Analyst will work with team members to assist with all aspects of managing clients&rsquo; investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.</div>
Responsibilities:
<ul><li>Assist in portfolio management activities for a broad array of clients, including individuals, trusts, and foundations. Including portfolio construction, manager selection and ongoing portfolio monitoring.</li><li>
Provide portfolio data and analytics to assist team with portfolio monitoring and investment decisions. Work with team to create presentations for clients and prospects.</li><li>
Assist team in evaluating managers, including suitability for client portfolios.</li><li>
Assist in the management of all aspects of client relationships, including trading, reporting, and communication.</li><li>
Implement portfolio recommendations/changes to the portfolio, outlining the implementation plan in an organized manner and communicating it to the team (i.e. planned investment dates, dates by which cash raised has to occur to fund an investment, date that any sub docs are due in order to make the investment, etc.).</li><li>
Provide client support alongside Client Associates, assisting with day-to-day servicing requests, client inquiries, and follow-up coordination.</li></ul>
Qualifications:
<ul><li>2-5 years of investment, asset management or financial services experience.</li><li>
Strong knowledge and technical experience with tools necessary for research, implementation, and reporting &ndash; MS Office suite, specifically Excel and PowerPoint, FactSet, etc.</li><li>
Series 7, 66, and CFA, or willingness to obtain if not already licensed.</li></ul>
Skills:
<ul><li>Experience in capital markets, portfolio construction and manager analysis.</li><li>
Experience working with institutional or high net worth clients.</li><li>
Strong analytical and quantitative skills.</li><li>
Ability to multi-task, to establish priorities, and to work both independently and within a small team environment with an inherent flexibility to adapt to dynamic client needs/workflow.</li><li>
Excellent written and verbal communication skills, attention to detail and strong work ethic.</li></ul>
Disclosure:
<div>
Rockefeller &amp; 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, &ldquo;Rockefeller&rdquo;) 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 (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Analyst

Join Rockefeller Capital Management and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Rockefeller Capital Management

About Company

Investment Banking Associate I

Investment Analyst