Current jobs related to Financial Services Summer Internship - New York, New York - Rockefeller Financial
-
Summer Financial Analyst
2 weeks ago
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. 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...
-
Financial Analyst Internship
2 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. With offices in 30 markets throughout the United States and London, the firm offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. As of...
-
Investment Banking Summer Internship Analyst
3 weeks ago
New York, New York, United States Capital One Services, LLC Full timeInvestment Banking Summer Internship OpportunityCapital One is seeking highly motivated and talented individuals to join our Investment Banking Summer Internship Program. As a Summer Analyst, you will have the opportunity to work directly on a variety of strategic advisory and financing-related transactions and assignments.Key Responsibilities:Develop an...
-
Investment Banking Summer Internship
4 weeks ago
New York, New York, United States WELLS FARGO BANK Full timeInvestment Banking Summer InternshipWells Fargo is seeking talented individuals to join our 2025 Investment Banking Summer Internship in Corporate and Investment Banking. As a summer intern, you will gain hands-on experience in investment banking, working closely with senior bankers to prepare presentations and other materials for clients.Key...
-
Summer Investment Analyst
1 week ago
New York, New York, United States Rockefeller Financial Full timeAbout 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
4 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout 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
3 days ago
New York, New York, United States Rockefeller Financial Full timeAbout 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...
-
Quantitative Strategist Internship
1 month ago
New York, New York, United States Virtu Financial Full timeQuantitative Strategist Internship at Virtu FinancialVirtu Financial is a leading financial technology firm that operates both proprietary trading and client-facing businesses in the global financial marketplace. Our cutting-edge, proprietary technology is core to everything we do. We trade in over 35 countries, across 235 financial exchanges, and over 25%...
-
Summer Investment Analyst
2 weeks ago
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. 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
4 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout 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...
-
Treasury Summer Internship Opportunity
2 weeks ago
New York, New York, United States Rabobank Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented intern to join our Treasury team for the summer internship program. As a Treasury Summer Intern, you will have the opportunity to gain hands-on experience in treasury and financial functions, working closely with our experienced team members.Key ResponsibilitiesAssist the Treasury teams in...
-
Summer Analyst Position
1 month ago
New York, New York, United States Rockefeller Financial Full timeAbout 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
3 days ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Financial: Rockefeller 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...
-
New York, New York, United States New York Life Full timeJoin Our Finance and Accounting Summer Internship ProgramNew York Life is seeking highly motivated and talented students to join our Finance and Accounting Summer Internship Program. As a finance and accounting intern, you will have the opportunity to gain hands-on experience in a dynamic and supportive team, working on real-world projects and developing...
-
Summer Analyst Position
3 days ago
New York, New York, United States Rockefeller Financial Full timeAbout 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,...
-
New York, New York, United States New York Life Full timeInternship OverviewNew York Life is offering a dynamic internship experience in finance and accounting, designed to challenge and equip you with valuable skills for your future career. As a finance and accounting summer intern, you will have the opportunity to gain hands-on experience, build your network, and develop your skills in a supportive and...
-
Summer Investment Analyst
2 weeks ago
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. 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 Rockefeller Financial Full timeAbout 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 Associate
2 months ago
New York, New York, United States Welltower Full timeAbout the RoleWelltower is seeking a highly motivated and detail-oriented Summer Associate to join our Investments team. As a Summer Associate, you will have the opportunity to work closely with our senior management team and gain hands-on experience in the investments industry.Key ResponsibilitiesAnalyze Investment Opportunities: Conduct thorough analysis...
-
Summer Analyst Position
3 days ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:We are a leading independent financial advisory services firm, established in 2018, with a rich history dating back to 1882 as the family office of John D. Rockefeller. Our firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30...
Financial Services Summer Internship
2 months ago
About Rockefeller Financial:
Rockefeller Financial is a distinguished independent advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. Today, we provide strategic financial guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and an office in London. As of March 31, 2024, we manage $133 billion in client assets.
Program Overview:
Our Summer Analyst Program is a premier internship experience tailored for those looking to immerse themselves in the financial advisory landscape. Over a ten-week period, participants will engage deeply with our firm’s operations, gaining invaluable insights and hands-on experience.
Key Program Highlights:
- Structured mentorship to foster professional growth.
- Weekly speaker sessions to enhance understanding of our firm and its culture.
- Comprehensive training on our business model and employee contributions.
- Opportunities for networking with peers, mentors, and senior leadership.
- Roundtable discussions on relevant macro and microeconomic topics.
Eligibility and Selection Criteria:
Candidates must be projected graduates of 2026 and maintain good academic standing. A keen interest in the financial services sector and a desire to learn and contribute meaningfully are essential.
Position Details:
Rockefeller Financial is seeking a Summer Analyst to assist the Sales Team. The role involves supporting U.S. Institutional sales and client service initiatives, focusing on Large Intermediaries and Asset Owners, while collaborating with internal investment and performance analytics teams.
Responsibilities:
- Assist in sales and client service efforts, including data inquiries and meeting preparations.
- Conduct research to identify potential prospects using various databases.
- Prepare briefs for client meetings and follow up on action items post-meeting.
- Coordinate with investment team members and assist in organizing presentations.
- Support management reporting for sales activities and statistics.
- Conduct competitive analysis on investment products and market trends.
- Develop a strong understanding of Rockefeller Financial’s history and investment processes.
Qualifications:
- Undergraduate degree required.
- Pursuing a Master of Business Administration, preferably with a focus in Finance.
- Prior experience in financial services or asset management is advantageous.
Skills:
- Knowledge of asset management principles.
- Strong analytical and technical abilities.
- Excellent oral and written communication skills.
- Attention to detail and quality control.
- Ability to work independently and collaboratively.
- Strong organizational skills and efficient time management.
- Flexibility to travel occasionally for client meetings.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Familiarity with CRM systems and financial analysis tools is a plus.
Compensation:
The anticipated hourly rate for this role is $48/hour, which may vary based on qualifications and experience.
Equal Opportunity Employer:
Rockefeller Financial is committed to diversity and inclusion and does not discriminate based on any protected characteristics.
