Summer Investment Analyst

1 day ago


New York, New York, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller 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 in the United States and an office in London, overseeing $133 billion in client assets as of March 31, 2024.

Summer Analyst Program

Our distinctive Summer Analyst Program is a ten-week internship experience designed to provide a comprehensive understanding of our culture and operations. As a Summer Analyst, you will be fully immersed in the day-to-day activities of our business, gaining hands-on experience and developing valuable skills. Key highlights of the program include:

  • Mentorship and guidance from experienced professionals
  • Weekly speaker series to foster a deep understanding of our firm and culture
  • Intensive training on our business model and investment processes
  • Frequent connectivity with other Summer Analysts and our program team
  • Opportunities to network with peers, mentors, and senior leaders
Responsibilities

As a Summer Analyst, you will assist the Sales Team in supporting U.S. Institutional sales and client service efforts. Your responsibilities will include:

  • Supporting sales and client service efforts across prospects, consultants, and clients
  • Researching and identifying potential prospects via online databases and other resources
  • Preparing prospect or client briefs and following up on meeting activities
  • Coordinating meetings and presentations with investment team members and performance/portfolio analytics colleagues
  • Supporting the Head of Team with management reporting and sales pipeline analysis
Qualifications

To be eligible for this role, you must be a projected 2026 graduate in good standing at your school. Prior experience in financial services and/or asset management is a plus. You should possess strong analytical and technical skills, as well as excellent oral and written communication skills.

Compensation

The anticipated hourly rate for this role is $48/hour, depending on your qualifications, skills, and experience. Additional benefits and opportunities are available through Rockefeller Capital Management.



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