Summer Analyst

Job Description

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018. With roots dating back to 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. They operate from offices in 30 markets across the United States and have an office in London. As of March 31, 2024, they oversee $133 billion in client assets.

Job Description: Summer Analyst – Strategic Partnerships & Community Impact

Rockefeller Capital Management’s Summer Analyst Program is a 10-week internship (June-August) that offers a dynamic and personalized experience within a premier independent financial advisory firm. The program is designed to immerse Analysts in the daily activities of the firm, providing opportunities for learning, growth, and development.

This specific role focuses on the Strategic Partnerships & Community Impact team within the Global Family Office. The Summer Analyst will work directly with the Head of Strategic Partnerships & Community Impact, focusing on:

• Financial education initiatives: Developing key content and strategy for the Rockefeller Next Gen Financial Education Program, delivered to clients.
• Next Gen engagement: Supporting Next Gen engagement efforts and initiatives, including exposure to the Rockefeller Next Gen Advisory Council.
• Partnerships: Assisting in sourcing, evaluating, and maintaining external partnerships supporting the Rockefeller Lifestyle Advisory platform.
• Community Impact: Developing opportunities for Community Impact projects and initiatives on behalf of the firm, including organizational partnerships and/or philanthropic work.
• Content creation: Creating client-ready presentations, digital media, and marketing collateral.
• Internal and external communication: Crafting meeting materials related to the team’s various functions.

Qualifications:

• High school degree required.
• Pursuing a degree with a concentration in Finance, Marketing, Economics, or Business is desirable.
• Prior internship experience in consulting, wealth or asset management is a plus.

Skills:

• Excellent interpersonal and communication skills.
• Exceptional ability to multitask with a strong sense of urgency.
• Detail-oriented and resourceful with excellent organizational and project-management skills.
• Self-starter with the drive to self-direct independently and follow through on projects.
• Passionate about learning and working with Next Gen clients.
• High level of energy, hardworking, resourceful, and proactive.
• High level of responsibility and maturity.
• Strong attention to detail, analytical, and eager to learn.
• Ability to work independently and as part of a team.