Rockefeller Capital Management Visa Sponsorship Jobs USA
Rockefeller Capital Management is a prestigious independent wealth management firm known for attracting top-tier finance talent across advisory, investment, and operations roles. It sponsors skilled foreign nationals through both H-1B visa and employment-based Green Card pathways, making it a credible option for international job seekers pursuing a long-term career in U.S. asset management.
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Get Access To All JobsABOUT 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 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
The Associate Portfolio Strategist will support the Equity Strategies team in portfolio management, thematic investing initiatives, client portfolio analysis, and investment communications. This individual will work closely with senior portfolio strategists and research professionals to help develop actionable investment insights, monitor model portfolios, conduct market research and support advisors with client-specific investment needs.
This role is ideal for an early-career investment professional seeking broad exposure to model portfolio construction, equity research and advisor engagement within a sophisticated wealth management environment.
Responsibilities:
- Portfolio Management Support
- Monitor model portfolios and investment strategies.
- Track model portfolio performance, attribution, and risk metrics.
- Prepare portfolio reviews and investment committee materials.
-
Maintain model portfolio holdings and watch lists.
-
Equity Research & Analysis
- Conduct analysis on individual securities, sectors, and thematic investment opportunities.
- Monitor earnings releases, company news, and industry developments.
- Assist in creating investment cases, catalysts, and risk assessments.
-
Support thematic research across long-term secular growth trends.
-
Client & Advisor Support
- Perform personalized client portfolio reviews and comparisons.
- Assist in preparing presentation materials for advisors, prospects, and clients.
- Respond to advisor questions regarding portfolio positioning, holdings, and investment recommendations.
-
Help create client-friendly investment commentary and educational content.
-
Market Intelligence
- Monitor macroeconomic developments and market trends.
- Track earnings calendars, corporate actions, index changes, and other investment catalysts.
- Maintain internal research databases and reporting tools.
-
Identify emerging opportunities and risks affecting portfolios.
-
Research Publications & Communications
- Assist with production of investment reports, market updates, and thematic research pieces.
- Create charts, graphics, and supporting analytics.
- Support recurring investment communications and commentary.
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
- 1-3 years of investment, research, portfolio management, or financial analysis experience.
- Strong understanding of markets, equities and investing.
- Desire to develop quantitative and analytical abilities.
- Series 7 & 66 preferred, if not willingness to obtain.
SKILLS:
- Basic understanding of portfolio construction and risk management.
- Experience creating investment presentations and research reports.
- Familiarity with a process to evaluating individual equities and methodologies.
- Bloomberg, FactSet, Morningstar, or similar platform experience.
- Strong written and verbal communication skills.
- Strong attention to detail.
- Strong Excel and PowerPoint skills.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $110,000. 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.
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.
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 35 markets throughout the United States, as well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.
POSITION:
The Associate Portfolio Strategist will support the Equity Strategies team in portfolio management, thematic investing initiatives, client portfolio analysis, and investment communications. This individual will work closely with senior portfolio strategists and research professionals to help develop actionable investment insights, monitor model portfolios, conduct market research and support advisors with client-specific investment needs.
This role is ideal for an early-career investment professional seeking broad exposure to model portfolio construction, equity research and advisor engagement within a sophisticated wealth management environment.
Responsibilities:
- Portfolio Management Support
- Monitor model portfolios and investment strategies.
- Track model portfolio performance, attribution, and risk metrics.
- Prepare portfolio reviews and investment committee materials.
-
Maintain model portfolio holdings and watch lists.
-
Equity Research & Analysis
- Conduct analysis on individual securities, sectors, and thematic investment opportunities.
- Monitor earnings releases, company news, and industry developments.
- Assist in creating investment cases, catalysts, and risk assessments.
-
Support thematic research across long-term secular growth trends.
-
Client & Advisor Support
- Perform personalized client portfolio reviews and comparisons.
- Assist in preparing presentation materials for advisors, prospects, and clients.
- Respond to advisor questions regarding portfolio positioning, holdings, and investment recommendations.
-
Help create client-friendly investment commentary and educational content.
-
Market Intelligence
- Monitor macroeconomic developments and market trends.
- Track earnings calendars, corporate actions, index changes, and other investment catalysts.
- Maintain internal research databases and reporting tools.
-
Identify emerging opportunities and risks affecting portfolios.
-
Research Publications & Communications
- Assist with production of investment reports, market updates, and thematic research pieces.
- Create charts, graphics, and supporting analytics.
- Support recurring investment communications and commentary.
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
- 1-3 years of investment, research, portfolio management, or financial analysis experience.
- Strong understanding of markets, equities and investing.
- Desire to develop quantitative and analytical abilities.
- Series 7 & 66 preferred, if not willingness to obtain.
SKILLS:
- Basic understanding of portfolio construction and risk management.
- Experience creating investment presentations and research reports.
- Familiarity with a process to evaluating individual equities and methodologies.
- Bloomberg, FactSet, Morningstar, or similar platform experience.
- Strong written and verbal communication skills.
- Strong attention to detail.
- Strong Excel and PowerPoint skills.
COMPENSATION RANGE:
The anticipated base salary range for this role is $85,000 to $110,000. 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.
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.
Job Roles at Rockefeller Capital Management
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Get Access To All JobsTips for Finding Rockefeller Capital Management Visa Sponsorship Jobs USA
Target roles that align with your specialty
Rockefeller Capital Management sponsors across investment management and wealth advisory functions. Focus your application on roles in portfolio management, financial analysis, or client services where specialized expertise is most likely to justify sponsorship consideration.
Understand the H-1B timeline before you apply
Rockefeller has sponsored H-1B visas for finance professionals. Factor in the annual H-1B lottery cycle when timing your job search, ideally securing an offer well before the April registration window opens to give your employer enough lead time.
Position yourself for the long term
Rockefeller has supported employment-based Green Card sponsorship, signaling investment in retaining key talent. Highlighting your long-term career goals in wealth management can strengthen your case as a candidate worth sponsoring through a multi-year process.
Research their hiring patterns by department
Sponsorship at asset management firms like Rockefeller tends to concentrate in specialized, high-skill functions. Review which teams are actively hiring and tailor your application to departments where technical depth, quantitative finance, compliance, or investment research, is most valued.
Search verified sponsors before applying broadly
Not every wealth management firm sponsors visas. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and focus your energy on employers like Rockefeller Capital Management that have a documented track record.
Leverage your credentials in your application materials
For H-1B eligibility at an investment firm, your degree must directly relate to the role. Emphasize how your finance, economics, or quantitative background maps to the specific position, Rockefeller's hiring standards in asset management are rigorous.
Frequently Asked Questions
Does Rockefeller Capital Management sponsor H-1B visas?
Yes, Rockefeller Capital Management sponsors H-1B visas. The firm has a track record of sponsoring skilled foreign nationals in finance and investment-related roles. While sponsorship is not guaranteed for every position, candidates with specialized backgrounds in wealth management, financial analysis, or portfolio strategy are most likely to be considered for H-1B support.
What types of visas does Rockefeller Capital Management sponsor?
Rockefeller Capital Management sponsors both H-1B nonimmigrant visas and employment-based Green Cards, including EB-2 and EB-3 categories. The H-1B is the more common path for initial work authorization, while Green Card sponsorship reflects the firm's commitment to retaining high-performing international employees over the long term.
Which roles at Rockefeller Capital Management are most likely to receive visa sponsorship?
Sponsorship at Rockefeller Capital Management tends to concentrate in specialized, high-skill positions within investment management, financial advisory, research, and operations. Roles requiring advanced degrees in finance, economics, or quantitative fields are the strongest candidates for H-1B sponsorship, as they meet the specialty occupation requirement essential for approval.
How do I find open visa-sponsored jobs at Rockefeller Capital Management?
Migrate Mate is the most efficient way to find visa-sponsored roles at firms like Rockefeller Capital Management. It aggregates openings from verified sponsors and lets you filter by company, visa type, and industry, so you're not guessing which employers will actually support your immigration status. Search Rockefeller directly on the platform to see current listings.
How do I approach the application process at Rockefeller Capital Management as a visa-sponsored candidate?
Start by identifying roles that closely match your degree and experience, since H-1B approval depends on demonstrating a direct connection between your qualifications and the job. Apply early relative to the H-1B registration window each April. Be transparent about your sponsorship needs during the process, Rockefeller's track record suggests the firm is familiar with navigating immigration requirements for the right candidates.