Summer Analyst

3 months ago

New York, United States Rockefeller Financial Full time

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 $133 billion in client assets as of March 31, 2024.

Position:

Program Overview
Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.

Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.

Key highlights of the program include:

  • Mentorship program to support learning and development.
  • Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
  • Intensive training on our business model and how employees of the firm contribute to achieving our goals.
  • Frequent connectivity with other Summer Analysts and our program team.
  • Round table discussions on current events with macro and micro relevance to our business.
  • Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

Eligibility and Selection Criteria
To be eligible for consideration, students must be projected 2026 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

Position
As a summer analyst on our Private Equity team with approximately $2 billion of allocated capital you will collaborate closely with senior team members, to source, diligence, and manage direct private equity investments. This role offers a unique opportunity to shape the future of our portfolio.

Responsibilities:

In this role, you will:
1. Source and Evaluate Investment Opportunities:

  • Assist in sourcing efforts for private equity investments and industry operators, with a focus on technology, tech-enabled services, industrial tech, and consumer sectors.
  • Assist in conducting value-add diligence to build conviction to make investments and partner with industry operators.

2. Structure and Execute Investment Opportunities:

  • Develop proficiency in modeling and structuring of equity investments.
  • Ensure successful execution of investment transactions.

3. Manage Existing Investments and Execute Value Creation:

  • Assist in the development of and help drive value creation initiatives.

4. Collaboration and Cultural Adherence:

  • Collaborate closely with other members within Rockefeller Asset Management.
  • Uphold and promote our firms culture and values around integrity, community care and pursuing excellence.
Qualifications:
  • High school degree required.
  • Pursuing a degree with a concentration in Finance, Mathematics, Economics, or Business, is desirable.
  • Prior internship experience in the financial industry, including private equity or asset management a plus.
Skills:
  • Experience: interested in secular growth themes with interest in end markets that include technology, industrials and consumer.
  • Track Record: shown an interest to invest in personal accounts.
  • Financial Acumen: Strong analytical skills, high intellectual curiosity, and an entrepreneurial mindset.
  • Microsoft Office: ability to prepare and edit presentations in PowerPoint, ability to build and edit financial models in excel.
  • Accounting: understanding of financial accounting and how it applies to analyzing businesses
  • Communication: ability to clearly communicate ideas in writing and verbally and synthesize complex matters into simple terms
  • Resourceful, high attention to detail, team players and a tremendous capacity for hard work


Compensation Range:

The anticipated hourly rate for this role is $48/hour. Hourly rate for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of the range shown.?Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

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.

  • Finance Summer Analyst

    4 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Join Citi Finance as a Summer Financial AnalystCiti Finance is seeking highly motivated and talented individuals to join our Summer Financial Analyst program. As a Summer Financial Analyst, you will have the opportunity to work closely with our experienced finance professionals and gain valuable insights into the financial industry.About the ProgramThe...

  • Summer Analyst Position

    4 weeks ago

    New York, New York, United States Manatt, Phelps & Phillips, LLP Full time

    Summer Analyst Program OverviewWe are seeking highly motivated and detail-oriented individuals to join our Summer Analyst Program at Manatt Health. As a participant in this program, you will have the opportunity to work on a range of healthcare consulting projects for clients who are passionate about improving healthcare outcomes.ResponsibilitiesAs a Summer...

  • Summer Investment Analyst

    1 week ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. Our global presence spans 30 markets...

  • Summer Analyst Position

    3 weeks ago

    New York, New York, United States Manatt Phelps & Phillips Full time

    Summer Analyst Program OverviewWe invite you to contribute to the development of innovative healthcare solutions as a Summer Analyst at Manatt Health.As a participant in our Summer Analyst Program, you will have the opportunity to work on a range of healthcare consulting projects for clients that are passionate about improving healthcare.You will work with a...

  • Summer Investment Analyst

    1 week ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded 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...

  • Summer Investment Analyst

    2 weeks ago

    New York, New York, United States Insight Advisory Partners, LLC Full time

    Join Insight Advisory Partners, LLC as a Summer Investment AnalystAre you a driven and ambitious individual looking to launch your career in investment banking and venture capital? Do you have a passion for analyzing complex financial data and identifying opportunities for growth? If so, we encourage you to apply for our Summer Investment Analyst program at...

  • Summer Analyst Position

    4 weeks ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a premier financial services company, we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...

  • Summer Analyst Position

    4 weeks ago

    New York, New York, United States Manatt Phelps & Phillips Full time

    Summer Analyst Program OverviewManatt Health invites you to participate in our Summer Analyst Program, a 10-week opportunity to work alongside our nationally recognized healthcare strategy and policy consulting team.As a participant, you will attend a kickoff orientation, where you will learn about our culture and clients, and receive formal skill...

  • Summer Financial Analyst

    1 week ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. Our global presence spans 30 markets...

  • Summer Investment Analyst

    1 week ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. Our global presence spans 30 markets...

  • Summer Analyst Position

    1 week ago

    New York, New York, United States Manatt Phelps & Phillips Full time

    Summer Analyst Program OverviewWe invite you to contribute to our team's success this summer as a Summer Analyst at Manatt Health.As a participant in our Summer Analyst Program, you will:Attend a comprehensive orientation to learn about our culture and clients.Participate in our mentor program, receive informal coaching, and engage in feedback sessions to...

  • Summer Analyst Position

    4 weeks ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded 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...

  • Summer Analyst Position

    2 days ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded 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...

  • Summer Analyst Position

    4 weeks ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Originally founded 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...

  • Summer Investment Analyst

    2 weeks ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a premier financial services company, we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...

  • Summer Analyst, Construction

    1 week ago

    New York, New York, United States Related Company Full time

    Summer Analyst, ConstructionJoin Related Company, a leading real estate firm, as a Summer Analyst in Construction. This 10-week internship provides students with hands-on experience in real estate development, working alongside industry leaders and experts.ResponsibilitiesConduct market research to analyze construction costs and schedulesAssist in creating...

  • Summer Analyst Position

    1 week ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, 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...

  • Summer Analyst Position

    2 days ago

    New York, New York, United States Rockefeller Financial Full time

    About Rockefeller FinancialRockefeller Financial is a leading independent financial advisory services firm established in 2018. With a rich history dating back to 1882, 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,...

  • Summer Investment Analyst

    3 weeks ago

    New York, New York, United States Insight Advisory Partners, LLC Full time

    Join Insight Partners as a Summer Investment AnalystInsight Partners is a leading global software investor partnering with high-growth technology, software, and Internet Startup and ScaleUp companies. As a Summer Investment Analyst, you will be part of a dynamic team that drives transformative changes in the industry.Key Responsibilities:Source and connect...

  • Private Equity Summer Analyst

    4 weeks ago

    New York, New York, United States Blackstone Restaurant Full time

    Join Blackstone's Private Equity Summer Analyst ProgramBlackstone is the world's largest alternative asset manager, seeking to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. Our $1.1 trillion in assets under management include investment vehicles focused on private...