Summer Analyst
4 weeks ago
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 2025 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 undergraduates currently in their junior year 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 Summer Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms Wealth Advisory divisions.
Responsibilities:- Gather extensive financial information to drive plan creation.
- Enter client information into planning software.
- Schedule and prepare materials for client meetings.
- Leverage financial data to identify possible solutions to meet client needs and goals.
- Engage specialists and partners to address client needs and deliver solutions.
- Monitor and update client information and plan changes on a consistent basis.
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
- Enthusiastic and positive approach to problem-solving and client service
- Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
- Strong collaboration and partnership skills
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.
Compensation Range:
The anticipated hourly rate for this role is $38/hour. Salary for the role will depend on several factors, including a candidates qualifications, skills, competencies, and experience, and may fall outside of this rate. 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.
-
Summer Analyst
4 weeks ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Global HR Summer Analyst 2025
2 weeks ago
New York, United States Bank of America Full timePosition OverviewExciting opportunity as a Global Human Resources Summer Analyst at Bank of AmericaBank of America is dedicated to fostering a supportive and engaging workplace aimed at enhancing the financial well-being of its clientele. With a presence in over 35 nations, Bank of America provides a diverse range of financial services and products.Program...
-
Global HR Summer Analyst 2025
1 week ago
New York, United States Bank of America Full timeGlobal Human Resources Summer Analyst PositionWhat would you like the capability to achieve?At Bank of America, we prioritize creating an exceptional workplace. We understand that skilled, engaged, and satisfied employees are essential to enhancing the financial lives of our customers and clients.Bank of America offers a comprehensive range of banking and...
-
Summer Analyst
4 weeks ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
2 weeks ago
New York, United States Hodes Weill & Associates Full timePlease send your resume and cover note to hiring@hodesweill.com Position: 2025 Summer Analyst, Capital Raising & Advisory Sector: Real Estate & Real Assets Location: New York, NY Timeline: Summer 2025 (9-week program from June 2nd to August 1st, 2025) Firm Overview Hodes Weill is a leading, global capital advisory firm focused on real estate,...
-
Global HR Summer Analyst 2025
1 week ago
New York, United States Bank of America Full timeGlobal Human Resources Summer Analyst PositionWhat would you like the ability to achieve?At Bank of America, we prioritize creating an exceptional workplace. We understand that skilled, engaged, and content employees are essential to enhancing the financial experiences of our customers and clients.Bank of America offers a comprehensive array of banking and...
-
Global HR Summer Analyst 2025
1 week ago
New York, United States Bank of America Full timeGlobal Human Resources Summer Analyst PositionWhat capabilities would you like to harness?At Bank of America, we pride ourselves on being an exceptional workplace. We understand that skilled, engaged, and content employees are crucial to enhancing the financial well-being of our customers and clients.Bank of America offers a comprehensive array of banking...
-
Summer Analyst
4 weeks ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
3 weeks ago
New York, United States Hodes Weill & Associates Full timePlease send your resume and cover note to hiring@hodesweill.comPosition: 2025 Summer Analyst, Capital Raising & AdvisorySector: Real Estate & Real AssetsLocation: New York, NYTimeline: Summer 2025 (9-week program from June 2nd to August 1st, 2025)Firm OverviewHodes Weill is a leading, global capital advisory firm focused on real estate, infrastructure, and...
-
Summer Analyst
4 weeks ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Global Human Resources Summer 2025 Analyst
6 days ago
New York, United States Bank of America Full timeGlobal Human Resources Summer 2025 AnalystWhat would you like the power to do? At Bank of America, we value being a Great Place to Work®. We recognize that talented, engaged and satisfied employees are the foundation to help make the financial lives of our customers and clients better. Bank of America provides a diverse range of banking and nonbanking...
-
Global Risk Summer 2025 Analyst
6 days ago
New York, United States Bank of America Full timeGlobal Risk Development Internship Program (GRMAP) - 2025What would you like the power to do? At Bank of America, we value being a Great Place to Work®. We recognize that talented, engaged and satisfied employees are the foundation to help make the financial lives of our customers and clients better. Bank of America provides a diverse range of banking and...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. 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...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
Summer Analyst
2 months ago
New York, United States Rockefeller Financial Full timeAbout 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...
-
New York, United States Bank of America Full timeGlobal Risk Development Program (QMAP) - 2025What would you like the power to do? At Bank of America, we value being a Great Place to Work®. We recognize that talented, engaged and satisfied employees are the foundation to help make the financial lives of our customers and clients better. Bank of America provides a diverse range of banking and nonbanking...
