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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 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
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 program
Experience Level
- junior year
Education Level
- High school degree
- bachelor's degree in finance, accounting, or related field
Salary/Compensations
- $48/hour
Benefits
- mentorship program
- weekly speaker series
- Intensive training on our business model
- Frequent connectivity with other Summer Analysts
- Round table discussions on current events
- 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 from offices in 37 markets throughout the United States, as well as an office in London.
- The Firm oversees $236 billion in client assets as of September 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.