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Investment Analyst Intern

2 months ago

Charlotte, North Carolina, United States Rockefeller Financial Full time

About Rockefeller Capital Management:

Rockefeller Capital Management is a distinguished independent financial advisory firm, established in 2018. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across 30 markets in the United States and an office in London. As of March 31, 2024, the firm manages $133 billion in client assets.

Position Overview:

Rockefeller Capital Management presents a unique Summer Analyst Program, tailored for those aspiring to excel in the financial advisory sector. Our boutique size, diverse operations, and entrepreneurial ethos create a personalized and dynamic environment for our Analysts.

The Summer Analyst program spans ten weeks, offering a comprehensive immersion into the Rockefeller Capital Management culture and operations. Analysts will engage in the daily functions of the business, fostering opportunities for learning, growth, and achievement.

Program Highlights:

  • Structured mentorship to enhance professional development.
  • Weekly speaker series to deepen understanding of the firm and share insights from employees.
  • In-depth training on our business model and the contributions of our team members.
  • Regular interactions with fellow Summer Analysts and program coordinators.
  • Roundtable discussions addressing current events relevant to our industry.
  • Networking opportunities with peers, mentors, and senior leadership.

Eligibility and Selection Criteria:

Candidates must be undergraduate students in their junior year, maintaining good academic standing. A genuine interest in the financial services sector and a desire to learn and contribute meaningfully are essential.

Position Responsibilities:

  • Support the Divisional Director in various projects and initiatives within the organization.
  • Assist the team with the onboarding and ongoing support of Financial Advisors and their client accounts.
  • Contribute to ad-hoc projects related to advisor transitions, client engagement, and marketing efforts.
  • Assist in recruitment initiatives for Financial Advisors.
  • Help develop and implement best practices for the business.

Qualifications:

  • A high school diploma is required.
  • Pursuing a degree in Finance, Operations, Economics, or Business is preferred.
  • Previous internship experience in wealth management is advantageous.

Skills:

  • Basic knowledge of investments and portfolio reporting terminology.
  • Proficient in Microsoft Office, particularly Excel; ability to analyze and present client data effectively.
  • Capable of working independently and collaboratively within a team.
  • Adept at multitasking and prioritizing tasks as needed.
  • Detail-oriented with a strong focus on accuracy and deadlines.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to handle confidential information with discretion.

Compensation:

The anticipated hourly rate for this role is $32/hour, with variations based on qualifications, skills, and experience.

Equal Opportunity Employer:

Rockefeller Capital Management is committed to diversity and inclusion, ensuring equal opportunity for all candidates regardless of race, religion, gender, sexual orientation, national origin, age, disability, or any other protected characteristic.