Summer Analyst Position

3 weeks ago

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

About Rockefeller Capital Management:

We are a leading independent financial advisory services firm, established in 2018, with a rich history dating back to 1882 as the family office of John D. Rockefeller. 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 as of March 31, 2024.

Position Overview:

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.

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.

Responsibilities:

  • Assist litigation and investigations counsel with factual and/or legal research.
  • Assist anti-money laundering compliance professionals with various tasks, including due diligence on clients or business opportunities.
  • Assist corporate counsel with preparing and/or reviewing NDAs and other basic corporate contracts.
  • Assist corporate counsel with recordkeeping and preparing contract packages for signature by internal and external parties.
  • Conduct research on regulatory developments and work with management to develop action plans.
  • Develop Compliance Training modules.
  • Enhance Compliance Metrics and Reporting templates.
  • Assist in the preparation of meeting materials and/or decks/slides.

Qualifications:

  • High school degree required.
  • Pursuing a degree with a concentration in Finance, Economics, Criminal Justice, Political Science, Forensics, or Business is desirable, but not required.
  • Aspiring law student is a plus.
  • Prior internship experience in financial services or legal/compliance experience a plus.

Skills:

  • Proactive; the ability to respond creatively and quickly in a fast-paced, changing environment.
  • Strong technology skills with the ability to create efficiencies and understand different systems and processes.
  • Ability to work independently under general direction with latitude for initiative and independent judgment.
  • Strong analytical and organizational skills.
  • Excellent interpersonal and communication skills; the ability to articulate ideas clearly.
  • Highly motivated and adaptable; the ability to work on a team of diverse individuals.
  • Displays commitment to excellence and attention to detail with sound judgment and integrity.
  • Ability to work effectively and professionally at all levels within the organization.
  • Maintains confidentiality of information, exercises appropriate discretion, and uses information appropriately.
  • Completes work in a timely manner, prioritizes competing demands appropriately, and meets deadlines.
  • Ability to adapt and be flexible to changing priorities on a daily basis.
  • High proficiency in Microsoft Office Outlook, Word, Excel, and Power Point.

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