Summer Analyst

Job Description

About Rockefeller Capital Management

Rockefeller Capital Management is a leading independent financial advisory services firm established in 2018. Founded originally in 1882 as the family office of John D. Rockefeller, the Firm has grown to provide strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. They have offices in 30 markets across the United States and one in London, overseeing $133 billion in client assets as of March 31, 2024.

Job Description: Summer Analyst – Global Family Office Wealth Planning Center

This is a ten-week (June-August) internship program designed to give you a firsthand experience of the culture and atmosphere at Rockefeller Capital Management. As a Summer Analyst, you will be fully immersed in the day-to-day activities of the business, providing opportunities to learn, grow, and excel.

Key Responsibilities:

• Gather extensive financial information: You will be responsible for collecting comprehensive data from clients to drive the creation of financial plans.
• Enter client information: You will utilize planning software to accurately input and manage client data.
• Schedule and prepare materials: You will be involved in organizing and preparing materials for client meetings.
• Analyze financial data: You will leverage data to identify potential solutions that meet client needs and goals.
• Engage specialists: You will work collaboratively with specialists and partners to address client needs and deliver solutions.
• Monitor and update plans: You will ensure client information and plan changes are consistently updated.

Qualifications:

• Undergraduate Junior: You must be currently enrolled as an undergraduate in your junior year and in good standing at your school.
• Financial Services Interest: A genuine interest in the financial services industry is essential.
• Eagerness to Learn: You should be eager to learn and make a positive impact.
• Microsoft Product Proficiency: Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook is required.
• Enthusiasm and Positivity: You should have an enthusiastic and positive approach to problem-solving and client service.

Skills:

• Strong Organization: You must have excellent organization skills and the ability to multitask and reprioritize within tight deadlines.
• Collaboration: Strong collaboration and partnership skills are essential for this role.
• Analytical Skills: You should have strong analytical skills, enabling you to identify trends, root causes, and develop strategies for growth and risk mitigation.
• Client Focus: You must be able to identify client needs and concerns, articulating appropriate solutions aligned with their goals in a suitable and controlled manner.

Compensation:

The anticipated hourly rate for this role is $38/hour. However, the salary will depend on factors such as your qualifications, skills, competencies, and experience. You can find more information about additional opportunities and benefits offerings on careers.rockco.com.

Equal Opportunity Employer:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc., and all subsidiaries of Rockefeller Capital Management L.P. (collectively, “Rockefeller”) are equal opportunity employers. They do 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. Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.