Summer Investment Analyst
1 day ago
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 ProgramOur 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
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
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.
CompensationThe 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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