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Financial Services Summer Intern

2 months ago

Stamford, Connecticut, United States Rockefeller Financial Full time
About Rockefeller Capital Management

Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance 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 the latest reports, the firm manages $133 billion in client assets.

Position Overview

Rockefeller Capital Management presents a unique Summer Analyst Program, offering an enriching experience within a distinguished independent financial advisory firm. Our diverse business lines, boutique size, and entrepreneurial spirit foster a dynamic and personalized environment for our Analysts.

The Summer Analyst program spans ten weeks, immersing participants in the vibrant culture and operational atmosphere of Rockefeller Capital Management.

Summer Analysts will engage deeply in the daily functions of the business, providing ample opportunities for learning, growth, and achievement.


Program Highlights:
  • Mentorship initiatives to enhance learning and development.
  • Weekly speaker sessions to deepen understanding of the firm and share insights from employees.
  • Comprehensive training on our business model and employee contributions to our objectives.
  • Regular interactions with fellow Summer Analysts and program coordinators.
  • Roundtable discussions addressing current events relevant to our business.
  • Networking opportunities with peers, mentors, and senior leaders throughout the organization.

Eligibility and Selection Criteria

To qualify for consideration, candidates must be undergraduates currently in their junior year and in good academic standing.

Analysts should possess a keen interest in the financial services sector and demonstrate a desire to learn and make a meaningful impact.


Responsibilities

Rockefeller Capital Management seeks a motivated and insightful Summer Analyst to assist the Business Supervision and Controls team.

This role will immerse candidates in a culture emphasizing service, integrity, design excellence, and teamwork within a fast-paced, growing ultra-high net worth dually registered Broker-Dealer and Investment Advisor.

Key responsibilities include:

  • Providing analytical support to Business Supervision and Controls as needed, including detailed analysis of client and trade-related data across Broker-Dealer and RIA products.
  • Assisting in the identification of trends and metrics related to the analytical work supporting the business supervisory process.
  • Supporting the Supervisory governance process by aiding in the management of agendas, presentations, projects, and follow-up tasks.
  • Collaborating with colleagues from the Business Supervision and Controls team and other departments.

Qualifications
  • High school diploma required.
  • Pursuing a degree in Finance, Operations, Economics, or Business is preferred.
  • Prior internship experience in Financial Services or Wealth Management is advantageous.

Skills
  • Ability to work independently and collaboratively within a team.
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.
  • Capable of managing multiple tasks and reassessing priorities as needed.
  • Detail-oriented with a focus on accuracy and meeting deadlines.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Ability to handle confidential matters with discretion.
  • Commitment to continuous learning and professional development.

Compensation

The anticipated hourly rate for this position is $35/hour. Compensation will vary based on the candidate's qualifications, skills, competencies, and experience.


Disclosure

Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on 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 protected characteristic.

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.