Summer Analyst
1 day ago
About Rockefeller Financial
Rockefeller Financial is 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.
Program Overview
Rockefeller Financial offers a distinctive Financial Services 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 Financial Services Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Financial. Financial Services 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
- Mentorship Program: Support learning and development through a dedicated mentorship program.
- Weekly Speaker Series: Promote a deep understanding of the firm, our culture, and share personal perspectives from employees.
- Intensive Training: Learn our business model and how employees contribute to achieving our goals.
- Frequent Connectivity: Stay connected with other Financial Services Analysts and our program team.
- Round Table Discussions: Engage in discussions on current events with macro and micro relevance to our business.
- Networking Opportunities: Exchange ideas and network with peers, mentors, and senior leaders throughout the firm.
Responsibilities
- Support sales and client service efforts across prospects, consultants, and clients, including data inquiries, information requests, meeting coordination, and preparation for client meetings.
- Help research and identify potential prospects via online databases and other capital introduction resources.
- Help prepare prospect or client briefs (or relationship summaries) in advance of meetings. Post meeting, assist with follow-up items and document meeting activities.
- Interface with investment team members, performance/portfolio analytics, and trading colleagues to help organize meetings, coordinate presentation material/content, and respond to inquiries from external constituents.
- Help support the Head of team with management reporting, including sales pipeline and sales statistics.
- Assist with competitive analysis on investment products, strategies, and trends in the marketplace.
- Develop familiarity with Rockefeller Financial's history, organizational structure, and related subjects, including the ability to articulate our investment process, portfolio structures, and characteristics.
Qualifications
- Undergraduate degree required.
- Pursuing a Master of Business Administration, preferably with a focus in Finance.
- Prior experience in financial services and/or asset management a plus.
Skills
- Experience and working knowledge of asset management.
- Strong analytical and technical skills.
- Strong oral and written communication skills.
- Heightened sense of quality control and attention to detail.
- Ability to work independently (self-starter) and as part of a team.
- Ability to anticipate and manage multiple tasks.
- Possesses impressive organizational skills, prioritizes, and uses time efficiently.
- Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team.
- Expertise in Microsoft Excel, Word, and PowerPoint.
- Working knowledge of Microsoft Dynamics365 (or equivalent CRM), Bloomberg, eVestment, & Morningstar is a plus.
Compensation
The anticipated hourly rate for this role is $48/hour. Hourly rate for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown.
Equal Opportunity Employer
Rockefeller Financial 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.
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