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- Tasks: Engage with global institutional clients, ensuring top-notch service and support.
- Company: Join Rockefeller Capital Management, a prestigious financial advisory firm with a rich history.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a collaborative team that values innovation and client success.
- Qualifications: Bachelor's degree preferred; experience in finance is a plus but not essential.
- Other info: Flexibility to travel occasionally and a chance to work with cutting-edge technology.
The predicted salary is between 28800 - 48000 ÂŁ per year.
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 $151 billion in client assets as of December 31, 2024.
Position
About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management is distinctively positioned to convene global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global equity, U.S. small cap equity, and sustainable investing experience, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to delivering innovative investment solutions and responsive client services. As of June 30, 2025, Rockefeller Asset Management has approximately $16.5 billion in assets under supervision.
We’re seeking a proactive and enthusiastic team member with exceptional communication and problem-solving skills, and a high level of attention to detail to deliver outstanding service to our global institutional clients—both existing and prospective. The European Institutional Client Service Analyst is responsible for day-to-day client service activities and sales support functions across all team constituents:
- External: primary focus on large intermediaries and asset owners (i.e. global financial institutions, pension funds, insurance firms, multi/single family offices, etc.).
- Internal: regular interaction with business development, portfolio analytics, portfolio management, product specialist, legal, marketing, compliance, and operations teams.
Responsibilities
Client Service
- Serve as a key point of contact for non-US institutional clients ensuring timely, accurate, and high-quality service.
- Manage day-to-day client servicing activities, ensuring all reporting and deliverables meet client expectations and regulatory requirements.
- Produce and enhance client reporting materials (monthly, quarterly, ad hoc), ensuring accuracy and timely delivery.
- Coordinate and prepare for client meetings, including briefing materials, real-time data support, and post-meeting follow-up.
- Liaise with internal teams (Investments, Trading, Operations, Legal, Compliance, Portfolio Analytics) to resolve client inquiries and escalate issues as needed.
- Assist in the preparation of RFPs, DDQs, marketing materials, and performance commentary.
- Support the business development team with internal reporting, data analysis, and process improvements.
- Continuously improve reporting processes, including automation of templates and streamlining workflows in Excel and PowerPoint.
- Participate in live client meetings alongside relationship management team members and Portfolio Managers, providing information and/or data on a real time basis.
- Maintain a deep understanding of client mandates, investment strategies, and portfolio composition to advocate effectively on the client’s behalf.
Sales and Business Development Support
- Prepare prospect or client briefs/relationship summaries in advance of meetings. Post meeting, document meeting activities and assist with follow up items.
- Maintain a client mapping database and conduct research on prospective clients to support business development efforts.
- Develop and maintain client-facing presentations and contribute to the launch and promotion of new or enhanced investment strategies.
- Build familiarity with the firm’s history, structure, and investment philosophy to effectively communicate with clients and prospects.
Qualifications
- Bachelor’s Degree. A concentration in economics, business or finance is desirable
- 1-2 years of financial services experience is a plus
- Willingness to pursue an IMC certification
Skills
- Strong analytical and technical skills
- Strong oral and written communication skills
- Heightened sense of quality control and attention to detail
- Ability to work independently (self-starter) and as part of a team
- Flexibility and desire to interact with colleagues in the US virtually
- Ability to anticipate and manage multiple tasks, particularly during quarterly reporting periods
- Possesses impressive organizational skills, prioritizes, and uses time efficiently
- Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
- Expertise in Microsoft Excel, Word, and Power Point
Desirable but not essential:
- Experience using AI is a plus. To create client service processes and organize data,
as well as prepare pre-meeting materials and post-meeting follow-up tasks more
efficiently - Experience with Salesforce and other CRM systems
- Experience with Seismic
- Knowledge of computer programming (VBA, SQL, etc.)
- Ability to speak additional European languages
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.
- Bachelor’s Degree. A concentration in economics, business or finance is desirable
- 1-2 years of financial services experience is a plus
- Willingness to pursue an IMC certification
Client Service
- Serve as a key point of contact for non-US institutional clients ensuring timely, accurate, and high-quality service.
- Manage day-to-day client servicing activities, ensuring all reporting and deliverables meet client expectations and regulatory requirements.
- Produce and enhance client reporting materials (monthly, quarterly, ad hoc), ensuring accuracy and timely delivery.
- Coordinate and prepare for client meetings, including briefing materials, real-time data support, and post-meeting follow-up.
- Liaise with internal teams (Investments, Trading, Operations, Legal, Compliance, Portfolio Analytics) to resolve client inquiries and escalate issues as needed.
- Assist in the preparation of RFPs, DDQs, marketing materials, and performance commentary.
- Support the business development team with internal reporting, data analysis, and process improvements.
- Continuously improve reporting processes, including automation of templates and streamlining workflows in Excel and PowerPoint.
- Participate in live client meetings alongside relationship management team members and Portfolio Managers, providing information and/or data on a real time basis.
- Maintain a deep understanding of client mandates, investment strategies, and portfolio composition to advocate effectively on the client’s behalf.
Sales and Business Development Support
- Prepare prospect or client briefs/relationship summaries in advance of meetings. Post meeting, document meeting activities and assist with follow up items.
- Maintain a client mapping database and conduct research on prospective clients to support business development efforts.
- Develop and maintain client-facing presentations and contribute to the launch and promotion of new or enhanced investment strategies.
- Build familiarity with the firm’s history, structure, and investment philosophy to effectively communicate with clients and prospects.
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European Institutional Client Service Analyst employer: Rockefeller Capital Management
Contact Detail:
Rockefeller Capital Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land European Institutional Client Service Analyst
✨Tip Number 1
Familiarise yourself with the financial services landscape, particularly focusing on institutional clients like pension funds and insurance firms. Understanding their needs and challenges will help you engage more effectively during interviews.
✨Tip Number 2
Brush up on your analytical skills, especially in Excel. Being able to demonstrate your ability to streamline reporting processes or automate tasks can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who work with institutional clients. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your problem-solving skills and how you've handled client inquiries in the past. Real-life examples will showcase your capability to manage multiple tasks and maintain high-quality service.
We think you need these skills to ace European Institutional Client Service Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved client service or support. Emphasise skills like communication, problem-solving, and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific aspects of Rockefeller Capital Management that resonate with you, such as their commitment to innovative investment solutions and client service excellence.
Showcase Relevant Skills: Highlight your analytical and technical skills, especially your proficiency in Microsoft Excel, PowerPoint, and any experience with CRM systems. If you have knowledge of programming languages like VBA or SQL, be sure to include that as well.
Prepare for Potential Questions: Anticipate questions related to client service scenarios and how you would handle them. Be ready to discuss your understanding of investment strategies and how you can contribute to the team’s success in serving institutional clients.
How to prepare for a job interview at Rockefeller Capital Management
✨Know Your Client Service Fundamentals
Familiarise yourself with the key principles of client service, especially in a financial context. Be prepared to discuss how you would ensure timely and accurate service for institutional clients, as this role heavily focuses on maintaining high-quality client relationships.
✨Demonstrate Analytical Skills
Since the position requires strong analytical skills, be ready to showcase your ability to interpret data and produce insightful reports. You might be asked to provide examples of how you've used data analysis in previous roles or projects.
✨Prepare for Team Collaboration Questions
This role involves liaising with various internal teams. Think of examples where you've successfully collaborated with others to resolve issues or improve processes. Highlight your communication skills and ability to work as part of a team.
✨Showcase Your Technical Proficiency
Be prepared to discuss your experience with Microsoft Excel, PowerPoint, and any CRM systems you've used. If you have experience with automation or programming languages like VBA or SQL, make sure to mention it, as these skills are desirable for the role.
