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About the Role

Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts. The Summer Analyst program is a ten-week (June-August) internship designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management, with full immersion in day-to-day business activities.

Responsibilities

Collaborate with Investment Solutions teams in performing diligence and analysis on investment opportunities in private and public markets.
Assist the team in providing advisory practice management and new issue opportunities through platform, program, and process support to private wealth advisors.
Provide support on inbound inquiries and questions requiring immediate attention.
Work with senior investment professionals and client advisors on special projects, including investment memos, performance review/analysis, and automation projects.
Attend meetings and provide support with preparation of internal/external presentations.
Research various industries, asset classes, and opportunities.
Participate in quantitative/qualitative analyses of investments on the platform, including structured products.

Requirements

High school degree required.
Pursuing a degree with a concentration in Finance, Mathematics, Economics, Business, or Computer Science is desirable.
Prior internship experience in the financial industry, including wealth management or asset management is a plus.

Skills

Basic understanding of investments, portfolio reporting, and related terminology.
Highly analytical and proficient in Microsoft Office (Excel, Word, Access, PowerPoint).
Ability to use Excel to organize, analyze, present, and report on client information.
Self-starter, works well independently and as part of a team.
Entrepreneurial and proactive mindset.
Ability to multi-task and reassess priorities.
Detail-oriented with attention to accuracy and deadlines.
Excellent interpersonal skills with a can-do attitude.
Strong organizational and problem-solving skills.
Ability to exercise discretion with confidential matters.
Strong communication skills, both written and verbal.
Programming experience (e.g., C/C++/Java/Python) is a plus.
Ability to use Artificial Intelligence to streamline and automate.

Location

United States
London

Work Type

Summer Analyst Program
Internship

Experience Level

Projected 2028 graduates

Education Level

High school degree
Degree with a concentration in Finance, Mathematics, Economics, Business, or Computer Science

Salary/Compensations

$38.00/hour

Benefits

Mentorship program
Weekly speaker series
Intensive training
Connectivity with other Summer Analysts and program team
Round table discussions
Opportunities to exchange ideas and network with peers, mentors, and senior leaders

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.
The Firm oversees $228 billion in client assets as of July 31, 2026.
The Capital Markets team supports the Rockefeller Global Family Office platform, providing access to best-in-class managers and strategies, including capital markets products, structured products and solutions, and alternative investments.

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.