Summer Analyst
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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 offer 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 London, overseeing $133 billion in client assets (as of March 31, 2024).
Job Description: Summer Analyst – Global Family Office Wealth Planning Center
Rockefeller Capital Management offers a ten-week Summer Analyst program (June-August) to provide aspiring professionals with an immersive experience in the world of financial advisory. As a Summer Analyst in the Global Family Office Wealth Planning Center, you will be a key member of a collaborative team focused on creating and implementing comprehensive financial plans for the firm’s Wealth Advisory divisions.
Responsibilities:
• Gather extensive financial information to drive plan creation.
• Enter client information into planning software.
• Schedule and prepare materials for client meetings.
• Leverage financial data to identify solutions to meet client needs and goals.
• Engage with specialists and partners to address client needs and deliver solutions.
• Monitor and update client information and plan changes on a consistent basis.
Key Skills and Qualifications:
• Technical: Working knowledge of Microsoft products (Excel, Word, PowerPoint, Outlook).
• Soft Skills: Enthusiastic and positive approach to problem-solving and client service. Strong organization skills with the ability to multitask and reprioritize under tight deadlines.
• Teamwork: Strong collaboration and partnership skills.
• Analytical: Strong analytical skills with the ability to identify trends, root cause and effects, and develop strategies for growth and risk mitigation.
• Client Focus: Ability to identify client needs and concerns, and articulate solutions aligned with their goals in a suitable and controlled manner.
Compensation:
The anticipated hourly rate for this role is $38/hour. The actual salary will depend on qualifications, skills, competencies, and experience.
Program Highlights:
• Mentorship program to support learning and development.
• Weekly speaker series providing insights into the firm’s culture and employee perspectives.
• Intensive training on the business model and employee contributions to achieving goals.
• Opportunities to connect with other Summer Analysts and the program team.
• Round table discussions on current events relevant to the business.
• Networking opportunities with peers, mentors, and senior leaders.
Eligibility:
To be considered, candidates must be undergraduate students currently in their junior year and in good standing at their respective schools. They should have an interest in the financial services industry and be eager to learn and make an impact.
