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Investment Sales Intern
2 months ago
About Rockefeller Financial:
Rockefeller Financial is a distinguished independent advisory firm, established in 2018, with roots tracing back to 1882 as the family office of John D. Rockefeller. Our firm specializes in providing strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations, operating from numerous locations across the United States and an office in London. As of March 31, 2024, we manage $133 billion in client assets.
Position Overview:
Rockefeller Financial offers a unique Summer Analyst experience within our independent advisory framework. Our boutique size and entrepreneurial spirit foster a dynamic and personalized environment for our Analysts.
Program Highlights:
Our Summer Analyst program spans ten weeks and is designed to immerse participants in the vibrant culture of Rockefeller Financial. Analysts will engage in daily operations, gaining invaluable insights and skills.
- Structured mentorship to enhance professional growth.
- Weekly speaker sessions to deepen understanding of our firm and share insights from our team.
- Comprehensive training on our business model and the contributions of our team members.
- Regular interactions with fellow Summer Analysts and program coordinators.
- Roundtable discussions on relevant current events impacting our industry.
- Networking opportunities with peers, mentors, and senior leadership.
Eligibility Criteria:
Candidates must be projected graduates of 2026 and maintain good academic standing. A keen interest in the financial services sector and a desire to make a meaningful impact are essential.
Role Responsibilities:
Rockefeller Financial seeks a Summer Analyst to support our Sales Team. The Analyst will contribute to U.S. Institutional sales and client service initiatives, focusing on both external relationships with Large Intermediaries and Asset Owners, as well as internal collaboration with our investment and performance analytics teams.
- Assist in sales and client service efforts, including data inquiries and meeting preparations.
- Conduct research to identify potential prospects using various databases.
- Prepare client briefs and follow up on meeting outcomes.
- Collaborate with investment team members to organize meetings and respond to inquiries.
- Support management reporting, including sales metrics and pipeline tracking.
- Conduct competitive analysis on investment products and market trends.
- Gain familiarity with Rockefeller Financial's history and organizational structure.
Qualifications:
Applicants should possess an undergraduate degree and be pursuing an MBA with a focus on Finance. Previous experience in financial services or asset management is advantageous.
Required Skills:
Candidates should demonstrate:
- Knowledge of asset management principles.
- Strong analytical and technical capabilities.
- Excellent oral and written communication skills.
- Attention to detail and quality control.
- Ability to work independently and collaboratively.
- Strong organizational skills and effective time management.
- Flexibility to travel occasionally for client meetings.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Familiarity with CRM systems and financial analysis tools is a plus.
Compensation:
The anticipated hourly rate for this position is $48, contingent upon the candidate's qualifications and experience.
Equal Opportunity Statement:
Rockefeller Financial is an equal opportunity employer and does not discriminate based on any protected characteristics as defined by applicable law.
