Summer Analyst Position

1 week 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 with a rich history dating back to 1882. Originally founded 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. With $133 billion in client assets as of March 31, 2024, Rockefeller Capital Management is a premier player in the financial services industry.

Summer Analyst Program

Our Summer Analyst Program is a ten-week internship experience designed to provide a unique opportunity to learn and grow within our organization. As a Summer Analyst, you will be fully immersed in the day-to-day activities of our business, working closely with our experienced team members to gain a deep understanding of our culture and operations.

Key Highlights
  • Mentorship program to support your learning and development
  • Weekly speaker series to promote a deep understanding of our firm and culture
  • Intensive training on our business model and how employees 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
Responsibilities

As a Summer Analyst, you will be responsible for:

  • Performing in-depth integrated fundamental and ESG research on companies and industries
  • Recommending and investing in equities using a fundamental approach that matches our investment philosophy
  • Building out industry knowledge, including industry dynamics, competitors, technology disruption risks, and material ESG issues
  • Preparing financial models
  • Participating in research calls, virtual conferences, and interactions with corporate management teams
  • Staying current with market conditions and informed of research and information regarding our holdings
  • Participating in ad-hoc research projects
  • Providing client support
  • Assisting with investment management relationships in areas such as sales and marketing, as well as ongoing reporting
Qualifications

To be eligible for consideration, you must be a projected 2026 graduate and in good standing at your school. A concentration in Economics, Business, or Finance is desirable, and prior internship experience in asset management is a plus.

Skills

We are looking for candidates with:

  • Strong analytical and technical skills
  • Strong oral and written communication skills
  • Strong understanding of accounting principles
  • Strong understanding of modeling and company valuation work
  • Attention to detail
  • Ability to work independently and as part of a team
  • Prompt follow-up and responsiveness, and ability to manage multiple tasks
  • Proficiency in Microsoft Excel, Word, PowerPoint, Bloomberg, and/or FactSet
Compensation

The anticipated hourly rate for this role is $48/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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