Summer Analyst

Job Description

About Rockefeller Capital Management

Rockefeller Capital Management, established in 2018, is a leading independent financial advisory services firm. 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, along with an office in London. As of March 31, 2024, Rockefeller Capital Management oversees $133 billion in client assets.

Job 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. This role involves liaising with various departments including Compliance, Operations, Technology, Products, and Marketing.

Ideal Candidate:

The successful candidate will be meticulous in their work, possess strong attention to detail, and exhibit exceptional communication, organization, time management, and problem-solving skills. They will be driven to develop and grow in their role.

Responsibilities:

• Assist the Divisional Operations Director with projects and initiatives across the organization.
• Support the team in daily operations related to the onboarding and continued support of Financial Advisors and their clients.
• Contribute to ad-hoc projects regarding the transition of Advisor books, client engagement, and marketing.
• Provide assistance to the Divisional Director and the team in Private Advisor recruitment efforts.
• Develop and contribute to best practices for the business.

Qualifications:

• 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, particularly Excel (ability to use Excel for organizing, analyzing, presenting, and reporting client information).
• Proficiency in Word, Access, and PowerPoint is a plus.
• Ability to work effectively independently and as part of a team.
• Strong multitasking skills with the ability to reassess priorities as needed.
• Detail-oriented with a focus on accuracy and meeting deadlines.
• Excellent interpersonal skills.
• Ability to maintain discretion with confidential matters.
• Strong communication skills, both written and verbal, with the ability to express ideas clearly and concisely.