Financial Analyst Intern

1 day ago

New York, New York, United States Rockefeller Financial Full time

About Rockefeller Financial:

Rockefeller Financial is a leading independent financial advisory services firm established in 2018. 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 as of March 31, 2024.

Position:

Program Overview

Rockefeller Financial offers a distinctive Summer 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 Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Financial. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.

Key Highlights

  • Mentorship program to support learning and development.
  • Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
  • Intensive training on our business model and how employees of the firm contribute to achieving our goals.
  • Frequent connectivity with other Summer Analysts and our program team.
  • Round table discussions on current events with macro and micro relevance to our business.
  • Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

Eligibility and Selection Criteria

To be eligible for consideration students must be undergraduates currently in their junior year and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

Position

Rockefeller Financial's Corporate Controller group within the firm's Finance function is seeking a Summer Analyst to support the team. The Summer Analyst will support the Controller Organization, gaining exposure to all three business segments within Rockefeller Financial: Asset Management, Rockefeller Global Family Office, and Investment Banking. The Summer Analyst will work across the Finance Organization to gain an in-depth understanding of the financial reporting process, from transactional inputs to the delivery of internal and external reporting.

Responsibilities

  • Gain exposure to Microsoft Dynamics 365 accounting software and SAP Concur Invoice and Expense payables software.
  • Assist in planning for month-end close using.
  • Prepare journal entries, balance sheet reconciliations, and expense variance analysis.
  • Compile both internal and external reports for review by Sr. Finance members.
  • Ad-hoc projects as needed.

Qualifications

  • High school diploma.
  • Must be enrolled as a rising senior student in an accredited college or university with a major in accounting, finance, economics.

Skills

  • Familiarity with Microsoft Office with emphasis on Excel such as: pivot tables, v-lookups, index, match, etc.
  • Ability to use Excel to organize, analyze, present and report on information; Word, Access and PowerPoint a plus.
  • Ability to work well independently and as a part of a team.
  • Ability to multi-task and be able to reassess priorities as situations arise.
  • Detail-oriented and attention to accuracy and meeting deadlines.
  • Excellent inter-personal skills.
  • Ability to exercise discretion with confidential matters.
  • Strong communication skills, both written and verbal.
  • Ability to express ideas clearly and concisely.

Compensation Range

The anticipated hourly rate for this role is $35/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.

Disclosure

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.

Rockefeller Financial participates in the E-Verify program in certain locations, as required by law.

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