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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 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

Support Salesforce implementation and data integration by logging team, advisor, and client interactions; participate in product launch calls and client events.
Consolidate Salesforce engagement data into informative reports on trends that shape marketing plans and capital-raising strategy.
Produce a consolidated performance report for all drawdown funds launched on the platform, organized by asset class.
Analyze the 3–5 year track record of co-mingled funds to evaluate manager performance by asset class.
Learn the end-to-end process for launching a new product, including the materials required at launch.
Partner on one new strategy: create a summary email and education materials for advisors and articulate a concise fund-strategy pitch highlighting key selling points.
Utilize AI tools to streamline workflows and consolidate team data to support fundraising initiatives.

Requirements

Pursuing a bachelor’s degree in Finance, Economics, Business, Marketing, or a related field, on track to graduate in 2028.
Strong academic record and a demonstrated interest in the financial services industry.
Interest in asset/wealth management, investment distribution, or capital markets.
Prior internship, coursework, or project experience involving data analysis or financial services is a plus.
Available for the full ten-week (June–August) program during standard business hours.

Skills

Proficiency with Microsoft Excel, PowerPoint, and Word, and the aptitude to learn new platforms quickly.
Exposure to (or eagerness to learn) Salesforce CRM — data entry, reporting, and dashboards.
Strong analytical and quantitative skills; able to turn raw data into clear, decision-ready reports.
Excellent written and verbal communication; able to draft advisor-facing materials and deliver a crisp fund pitch.
Highly organized and detail-oriented, with the ability to manage multiple projects concurrently.
Self-starter who works well independently and collaboratively across a distribution team.

Work Type

full-time

Experience Level

Summer Analyst

Education Level

Bachelor's degree

Salary/Compensations

$38.00/hour

Benefits

Additional opportunities and benefits offerings available.

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.