Summer Analyst

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.

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
The Trust Administration Summer Analyst will specialize in supporting Trust Officers and Senior Trust Officers in the management and administration of trusts. This individual will participate in the collaborative and team-centric approach to client servicing across the Wealth Management division.

• Assist Trust Officers in managing trust and estate client relationships
• Assist in the management of assets and income of trusts in accordance with trust or estate planning objectives
• Work closely with the Trust Officers responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards

• High school degree required.
• Pursuing a degree in Business Administration, Finance, or Economics, with a focus in Trust Administration or a Trust minor.
• Extracurricular activities involved in Trust Administration or Business-related club involvement.

• Preliminary knowledge of fiduciary concepts and legal policies related to trust administration
• Excellent communication and presentation skills
• Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
• Strong attention to detail with excellent analytical skills
• High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

The anticipated hourly rate for this role is $32/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.

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.