Financial Services Summer Intern

2 weeks ago


Saint Johnsbury, Vermont, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller Capital Management, founded in 2018, stands as a premier independent financial advisory firm. 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

Our Summer Analyst Program offers a unique experience within a distinguished financial advisory firm. The program is designed to immerse participants in the firm’s culture and operations, providing a ten-week internship that fosters professional growth and learning.

Program Highlights:
- Comprehensive mentorship to enhance learning and development.
- Engaging speaker series that deepens understanding of the firm and its culture.
- Intensive training on our business model and employee contributions to firm objectives.
- Opportunities for networking with peers, mentors, and senior leaders.
- Roundtable discussions on relevant current events affecting our business.

Eligibility Criteria

To qualify, 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 are essential.

Role Responsibilities

The Summer Analyst will be an integral part of the Global Family Office Wealth Planning Center, responsible for:
- Collecting and analyzing extensive financial data to support plan development.
- Inputting client information into planning software.
- Preparing materials for client meetings and scheduling appointments.
- Utilizing financial insights to propose solutions aligned with client objectives.
- Collaborating with specialists to address client needs effectively.
- Regularly updating client information and adjusting plans as necessary.

Qualifications

Candidates should possess:
- Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
- A positive, solution-oriented approach to client service.

Desired Skills

- Strong organizational abilities with the capacity to manage multiple priorities under tight deadlines.
- Excellent collaboration and teamwork skills.
- Analytical skills to identify trends and develop strategies for growth and risk mitigation.
- Ability to understand client needs and articulate suitable solutions.

Compensation

The anticipated hourly rate for this position is $38/hour, with final compensation determined by qualifications, skills, and experience.

Equal Opportunity Statement

Rockefeller Capital Management is an equal opportunity employer, committed to diversity and inclusion in the workplace. We do not discriminate based on any protected characteristics as defined by applicable law.

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