Financial Reporting Specialist, Stamford, Rockefeller Capital Management

Financial Reporting Specialist, Stamford, Rockefeller Capital Management

Role Responsibilities

Job Description

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.


The Financial Reporting Specialist is responsible for the analysis, production, and distribution of statements for clients of the Global Family Office.  This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division.


Prepare balance sheet, profit & losses, consolidated reports, and ad hoc analytical reports

Gather client information across all investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, etc.)

Update monthly financial reports and conduct investment analysis of monthly reports

Respond to client requests in a timely and accurate manner

Provide technical expertise in client reporting processes and systems


Bachelor’s Degree in Accounting or related field required

2 to 4 years of related experience with a broad understanding of investment assets

Experience with Fixed Income/Alternative assets a plus


Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)

Strong attention to detail with excellent analytical skills

Good communication skills

Highly motivated, organized, and diligent with ability to work independently

High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion


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.

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