Private Markets Due Diligence - Rockefeller Capital Management

About Rockefeller Capital Management:

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 $133 billion in client assets as of March 31, 2024.

Position:

As a member of the Private Markets Due Diligence team, the individual will perform all aspects of manager selection, including sourcing, due diligence, and monitoring. The individual will work on private market opportunities across all asset classes, with a focus on private equity strategies. This individual will also be part of the team that manages the Company’s private equity fund of funds and also performs private market research to help inform investment views and opportunities.

Responsibilities:

• Source, diligence, recommend and cultivate access to both top-tier private investment funds as well as high quality emerging funds, principally in the United States, although global private equity managers may also be incorporated in the private equity program from time to time
• Provide strategic and tactical advice in all aspects of the development, implementation, and ongoing monitoring of the Company’s private markets investment offerings
• Perform an initial review of existing private markets holdings in the Company’s client portfolios to assist in monitoring and updating clients on their investments
• Perform appropriate ongoing due diligence and monitoring on prospective and existing private market investment funds
• Develop reports and marketing materials related to fund-of-funds offerings and other third-party manager offerings
• Draft regular communications and oversight of administrative reporting for all private equity fund of fund vehicles
• Present diligence findings and recommendations to investment committees
• Participate in a variety of other firm activities, calls, presentations and projects as needed
• Maintain updated knowledge on industry and asset class trends, market events, and other developments relevant to alternative asset managers, high net worth and institutional clients

Qualifications:

• Bachelor’s Degree. A concentration in economics, business, finance or other technical field is preferred.
• Minimum 5-8 years of manager research or other relevant experience in financial markets
• Experience in private markets due diligence at a wealth management firm is preferred
• CFA or CAIA designation is preferred (but not required)
• Active Series 7 registration is preferred

Skills:

• Strong analytical and technical skills
• Strong oral and written communication skills
• Attention to detail
• Ability to work independently and as part of a team
• Prompt follow-up and responsiveness
• Ability to manage multiple tasks
• Strong knowledge of Microsoft Excel, Word, Power Point, Access, FactSet and Bloomberg

Compensation Range:

The anticipated base salary range for this role is $130,000 to $150,000. 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”).

 

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