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About the Role

Rockefeller Capital Management's Global Investment Banking business is seeking a Summer Analyst to support the team during the summer of 2027. As part of the Global Investment Banking team, the Analyst will have the opportunity to work on a variety of strategic advisory assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; direct investments; and, more broadly, evaluation of strategic alternatives. The Summer Analyst program is a ten-week (June-August) 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.

Responsibilities

Performing financial analysis and financial modeling, utilizing various valuation techniques
Drafting of materials for client meetings
Preparation of memoranda for internal and external use
Conducting financial and other business-related research
Coordinating complex and often time-sensitive processes
Active involvement in client-facing situations
Assistance in the execution of transactions

Requirements

High school degree required
Pursuing a bachelor's degree in finance, accounting, or related field
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases
Students must be in their sophomore year and in good standing at their school
Prospective Summer Analysts should have an interest in the financial services industry and be eager to learn and make an impact

Skills

Excellent verbal and written communication skills
High attention to detail and commitment to delivering high quality work product consistently
The ability to work accurately under pressure to meet competing deadlines
Excellent time management skills
The ability to work well independently as well as part of a team
Assertiveness, initiative, strong work ethic, and a team-oriented mindset
A proven track record of delivering strong, measurable results
Experience with valuation, modeling, and forecasting
Strong analytical and quantitative skills
Creative problem-solving skills and the ability to thrive when presented with challenges
Persuasive communication skills and a goal-oriented oriented approach
A professional and friendly demeanor
Exceptional reliability and the demonstrated ability to handle sensitive information with discretion

Work Type

Summer Analyst Program
Internship

Experience Level

Sophomore year students

Education Level

High school degree
Bachelor's degree in finance, accounting, or related field

Salary/Compensations

$48/hour

Benefits

A mentorship program to support learning and development
A 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 throughout the firm 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

About the Company

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Equal Opportunity

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of 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 basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.