About this role
Financial Analyst at Rockefeller Capital Management. Location: New York, New York, United States. Role: identifying strategies, preparing presentations, analyzing portfolios Requirements: Bachelor's degree in a related field, 2+ years in finance/wealth management, proficiency with Microsoft Excel (pivot tables, macros) and PowerPoint, experience with portfolio/financial reporting software, Series 7 and Series 66 required. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney Advisor, FactSet, Addepar, Tamarac, Microsoft Excel, Excel VBA, Microsoft Power Query, Microsoft PowerPoint Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English