Financial Services Summer Internship
2 weeks ago
About Rockefeller Financial:
Rockefeller Financial is a prominent independent advisory firm, established to provide exceptional financial services. With a rich history dating back to 1882, the firm has transformed into a leader in offering strategic guidance to high-net-worth individuals, families, institutions, and corporations across various markets.
Position Overview:
Rockefeller Financial is excited to present a unique Summer Analyst Program tailored for aspiring professionals in the financial sector. This ten-week internship is designed to immerse participants in the vibrant culture and operations of our firm, fostering an environment for personal and professional growth.
Program Highlights:
- Structured mentorship to enhance learning and development.
- Engaging speaker series featuring insights from experienced professionals.
- Comprehensive training on our business model and operational contributions.
- Regular networking opportunities with fellow interns and program coordinators.
- Interactive discussions on relevant market trends and events.
- Chances to collaborate and connect with mentors and senior executives.
Eligibility Criteria:
To qualify for this internship, candidates must be on track to graduate in 2026 and maintain good academic standing. A keen interest in the financial services sector and a desire to make a meaningful impact are essential.
Role Responsibilities:
The Summer Analyst will play a crucial role in supporting the Sales Team, focusing on U.S. Institutional sales and client service initiatives. Key responsibilities include:
- Assisting with client interactions, including data inquiries and meeting preparations.
- Conducting research to identify potential clients and prospects.
- Preparing briefs and summaries for client meetings and following up on action items.
- Collaborating with investment and analytics teams to facilitate meetings and presentations.
- Supporting management reporting related to sales performance.
- Conducting competitive analysis of investment products and market trends.
- Gaining an understanding of Rockefeller Financial's history and investment processes.
Qualifications:
- Undergraduate degree required.
- Pursuing a Master of Business Administration with a focus on Finance is preferred.
- Previous experience in financial services or asset management is advantageous.
Skills Required:
- Familiarity with asset management principles.
- Strong analytical and technical capabilities.
- Excellent verbal and written communication skills.
- Attention to detail and quality control.
- Ability to work independently and collaboratively.
- Strong organizational skills and effective time management.
- Willingness to travel occasionally for client engagements.
- Proficiency in Microsoft Office Suite; knowledge of CRM systems and financial databases is a plus.
Compensation:
The anticipated hourly rate for this position is competitive and will be determined based on qualifications and experience.
Equal Opportunity Statement:
Rockefeller Financial is an equal opportunity employer, committed to diversity and inclusion in the workplace.
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