Summer Analyst

1 day ago

Wilmington, Delaware, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. Our 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. We oversee $133 billion in client assets and are committed to delivering exceptional service and expertise to our clients.

Summer Analyst Program

Our Summer Analyst Program is a ten-week internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business, providing opportunities to learn, grow, and excel. The program includes a mentorship program, weekly speaker series, intensive training on our business model, and opportunities to network with peers, mentors, and senior leaders throughout the firm.

Responsibilities
  • Assist Trust Officers in managing trust and estate client relationships
  • Assist in the management of assets and income of trusts in accordance with trust or estate planning objectives
  • Work closely with the Trust Officers responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards
Qualifications
  • High school degree required
  • Pursuing a degree in Business Administration, Finance, or Economics, with a focus in Trust Administration or a Trust minor
  • Extracurricular activities involved in Trust Administration or Business-related club involvement
Skills
  • Preliminary knowledge of fiduciary concepts and legal policies related to trust administration
  • Excellent communication and presentation skills
  • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
  • Strong attention to detail with excellent analytical skills
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
Compensation

The anticipated hourly rate for this role is $32/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 Capital Management 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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