Rockefeller Financial Reviews

Updated June 22, 2015
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3.6
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Reuben Jeffery III
5 Ratings

9 Employee Reviews

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  1. You take what you want from it.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Analyst in New York, NY
    Former Employee - Analyst in New York, NY

    I worked at Rockefeller Financial

    Recommends
    Approves of CEO
    Recommends
    Approves of CEO

    Pros

    Working at Rockefeller can be a great experience if you put yourself out there and work hard. In order to get management to change things, you must say something. Overall a great place to work.

    Cons

    The culture could be a bit more welcoming. I've found that most people don't say hello until you say hi first.

    There isn't very much room for promotion. Upper level management stay until retirement.

    Advice to Management

    Seek feedback from your employees. They have a lot to say but there is zero communication, no way of anonymously rating leaders for the things they do.


  2. Company has potential, but limits itself

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in New York, NY
    Current Employee - Anonymous Employee in New York, NY

    I have been working at Rockefeller Financial full-time

    Pros

    Rock & Co offers great service to its clients. This company is involved in all different aspects of financial services, so working here you get good exposure to the industry. Competitive benefits and vacation time. People here are generally friendly. Work hours are very reasonable. New ideas are welcomed and received well.

    Cons

    There is no transparency here, big decisions get made at a high level but employees only find out after the fact. Pay is very unevenly distributed, senior level staff are compensated extremely well but support staff (admin/analyst/associate level) are largely underpaid and overworked. There is no training. Career development either doesn't happen or is very slow. There are a lot of inefficiencies that exist but nobody really bothers to fix them.

    Advice to Management

    Take more of an interest in employee development. There's a lot of talent here but it's not being utilized properly. Be more transparent , especially regarding company changes/shifts. Be more open to lateral transfers and promotions. Work on closing the compensation gap. Work on livening up the company culture.


  3. Great brand and a great place to learn but senior level growth opportunities limited.

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Rockefeller Financial

    Recommends
    Neutral Outlook
    Approves of CEO
    Recommends
    Neutral Outlook
    Approves of CEO

    Pros

    Great brand recognition. Coworkers are friendly. It is a place where ambition and talent will be noticed. One can learn many different things and move laterally fairly easily. Work environment is pretty stable --no mass layoffs, etc. Known for promoting form within (apart from very senior positions). Good work/life balance.

    Cons

    It's a great place when you are starting out but I felt that one can get pigeon holed as you become more senior. Opportunities for moving to senior positions are limited. Sometimes the organization can feel too big and unfocused.

    Advice to Management

    More focus on asset management business --sometimes it feels the firm was disjointed which can frustrate professionals.


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  5. Growing firm with good culture

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Summer Intern in New York, NY
    Former Intern - Summer Intern in New York, NY

    I worked at Rockefeller Financial as an intern (Less than a year)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Team oriented and friendly culture. Good work-life balance. Smart investment professionals.

    Cons

    None. Enjoyed my tenure at Rock & Co. Great experience.

    Advice to Management

    None


  6. Great people, hard working, and eager to teach

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at Rockefeller Financial full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Really great work and life balance, accessible management. Ability to move up the management chain with hard work and consistent dedication. Everyone at the firm is extremely nice and dedicated to their job.

    Cons

    the only downside to this place is that it is not as well known as some other asset management firms. however, this should not stop someone from applying or working here.

    Advice to Management

    engage more with mid level analysts


  7. Summer Analyst

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Intern - Summer Intern
    Former Intern - Summer Intern

    I worked at Rockefeller Financial as an intern (Less than a year)

    Doesn't Recommend
    Positive Outlook
    Approves of CEO
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    Pros

    Flexible, Amicable working environment, good work/ life balances

    Cons

    Low compensation, very unstructured, some departments are draining important resources


  8. Good

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in New York, NY
    Current Employee - Anonymous Employee in New York, NY

    I have been working at Rockefeller Financial

    Recommends
    Recommends

    Pros

    relaxed work environment, with good benefits and balance between family and work life. people are friendly and down to earth. strong brand recognition.

    Cons

    things move very slowly at the rockefeller financial. company does a decent job treating employees and paying fairly but could do better.


  9. Helpful (1)

    AVOID THIS FIRM AT ALL COSTS!

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Business Analyst in Stamford, CT
    Former Employee - Business Analyst in Stamford, CT

    I worked at Rockefeller Financial

    Doesn't Recommend
    Doesn't Recommend

    Pros

    I can almost not find any good thing about this firm with the exception of that things happen very slowly. You're almost always not busy and have nothing to do. You will notice people wandering in the office during the day with absolutely nothing to do.

    Cons

    This is a company that is lagging every other financial firm in the industry. The trade equities and partnerships. They almost have no concept that there are fixed income securities. They almost have no intention for change or improvement. Management lacks both knowledge and leadership qualities. Most of everybody has been there for 10+ years. This is an old firm, everyone in a management role is over 40.

    Your 401(k) will only begin at the beginning of the year, so if you get hired early on during the year, you will not receive any 401(k) benefits.

    Your medical benefits will not start until after a month after you start.

    HR will promise you a lot and then deliver nothing.

    Avoid working for this firm at all costs.


  10. Helpful (1)

    Waste of time

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Pricing Analyst
    Former Employee - Pricing Analyst

    I worked at Rockefeller Financial

    Doesn't Recommend
    Doesn't Recommend

    Pros

    decent pay but bad bonuses

    Cons

    used proprietary system so other employers less interested, little area to grow



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