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About the Role

Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team. The Associate will have the opportunity to work on a variety of assignments, including M&A transactions, direct investments, capital-raising, special committee engagements, divestitures, and evaluation of strategic alternatives.

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
• Deal execution logistics
• Participation in talent development efforts, including recruiting and training

Requirements

• 3+ years of experience as an investment banking Analyst or Associate
• Bachelor’s degree in finance, accounting, or related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)

Skills

• Excellent verbal and written communication skills
• Strong grasp of corporate finance and financial accounting
• High attention to detail and commitment to deliver high quality work product consistently
• Strong analytical and quantitative skills
• Able to work accurately under stress and pressure to meet competing deadlines
• Excellent time-management skills
• Ability to work well independently and as part of a team
• Assertiveness, initiative, strong work ethic, team focus
• Demonstrated and proven results
• Experience with valuation, modeling and forecasting
• Creative problem solver who thrives when presented with a challenge
• Persuasive and goal-oriented
• Possesses a professional and friendly demeanor
• Extremely reliable character with a demonstrated ability to handle sensitive information with discretion

Experience Level

• Associate

Education Level

• Bachelor’s degree in finance, accounting, or related field

Salary/Compensations

• $175,000 to $200,000

Benefits

• Comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.

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 35 markets throughout the United States, as well as an office in London.
• The Firm oversees $228 billion in client assets as of July 31, 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.