Summer Analyst

Description

About Rockefeller Capital Management

Rockefeller Capital Management, established in 2018, is a leading independent financial advisory services firm. Originally founded in 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. With offices in 30 markets across the United States and one in London, Rockefeller Capital Management oversees $133 billion in client assets (as of March 31, 2024).

Description – Summer Analyst, Rockefeller Global Family Office

Rockefeller Capital Management’s New York City office within the Rockefeller Global Family Office is seeking a Summer Analyst to support their team. The Summer Analyst will work closely with the Divisional Operations Director, serving as a point of contact for Private Advisor teams joining the Rockefeller Capital Management platform.

Responsibilities:

• Assist the Divisional Operations Director with projects and initiatives both within the business and across the organization.
• Support the team with day-to-day operations related to on-boarding and ongoing support of Financial Advisors and their client accounts.
• Assist with ad-hoc projects related to the transition of Advisor’s books, client engagement, and marketing efforts.
• Collaborate with the Divisional Director and team on Private Advisor recruiting initiatives.
• Develop and contribute to best practices for the Business.

Currently pursuings:

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

Skills:

• Basic understanding of investments and/or portfolio reporting and related terminology.
• Highly proficient in Microsoft Office, with an emphasis on Excel (ability to use Excel for organizing, analyzing, presenting, and reporting client information). Proficiency in Word, Access, and PowerPoint is also a plus.
• Strong ability to work independently and as part of a team.
• Excellent multitasking skills with the ability to reassess priorities as needed.
• Detail-oriented with a keen eye for accuracy and meeting deadlines.
• Exceptional interpersonal skills.
• Ability to handle confidential matters with discretion.
• Strong communication skills (written and verbal).
• Ability to express ideas clearly and concisely.

Compensation:

• The anticipated hourly rate for this role is $35/hour.
• The actual salary will depend on factors including the candidate’s qualifications, skills, competencies, and experience, and may fall outside of this rate.

To learn more about additional opportunities and benefits offerings, visit careers.rockco.com.