UHNW Wealth Strategy Analyst
Rockefeller Capital Management
Rockefeller Capital Management is seeking a financial professional to identify wealth management strategies for ultra-high-net-worth clients, prepare client performance reports, and design tax-efficient cash flow plans. You will support custody and portfolio analytics, leverage Excel VBA/macros and Power Query, and collaborate with advisors to optimize asset allocation, estate planning, and gifting strategies. #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted more than 2 months ago
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