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2027 Summer Analyst - Investment Banking

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Rockefeller Capital Management

1mo ago

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • New York

AI generated summary

  • You need a finance-related bachelor's pursuit, strong Excel skills, effective communication, attention to detail, teamwork, reliability, problem-solving, and experience in valuation and modeling.
  • You will perform financial analysis and modeling, draft client materials, conduct research, coordinate processes, engage in client interactions, and assist in transaction execution.

Requirements

  • High school degree required
  • Pursuing a bachelor's degree in finance, accounting, or related field
  • Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases
  • Excellent verbal and written communication skills
  • High attention to detail and commitment to delivering high quality work product consistently
  • The ability to work accurately under pressure to meet competing deadlines
  • Excellent time management skills
  • The ability to work well independently as well as part of a team
  • Assertiveness, initiative, strong work ethic, and a team-oriented mindset
  • A proven track record of delivering strong, measurable results
  • Experience with valuation, modeling, and forecasting
  • Strong analytical and quantitative skills
  • Creative problem-solving skills and the ability to thrive when presented with challenges
  • Persuasive communication skills and a goal-oriented oriented approach
  • A professional and friendly demeanor
  • Exceptional reliability and the demonstrated ability to handle sensitive information with discretion

Responsibilities

  • Performing financial analysis and financial modeling, utilizing various valuation techniques
  • Drafting of materials for client meetings
  • Preparation of memoranda for internal and external use
  • Conducting financial and other business-related research
  • Coordinating complex and often time-sensitive processes
  • Active involvement in client-facing situations
  • Assistance in the execution of transactions

FAQs

What is the duration of the Summer Analyst Program?

The Summer Analyst Program is a ten-week internship program that runs from June to August.

What educational background is required for this position?

Candidates must be pursuing a bachelor's degree in finance, accounting, or a related field and be in their sophomore year.

Are there any specific skills needed for the Summer Analyst role?

Yes, candidates should have excellent verbal and written communication skills, strong analytical and quantitative skills, attention to detail, and proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.

What types of tasks will Summer Analysts be responsible for?

Summer Analysts will perform financial analysis and modeling, draft materials for client meetings, conduct research, and assist in the execution of transactions, among other responsibilities.

Is there a mentorship program included in the Summer Analyst experience?

Yes, the program includes a mentorship program to support learning and development.

Will Summer Analysts have opportunities to network within the firm?

Yes, there will be frequent connectivity and opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

What is the compensation for this internship position?

The anticipated hourly rate for this role is $48/hour, but it may vary based on several factors, including qualifications and experience.

Does Rockefeller Capital Management offer equal opportunity employment?

Yes, Rockefeller Capital Management is an equal opportunity employer and does not discriminate based on protected characteristics.

Will Summer Analysts participate in any training during the program?

Yes, Summer Analysts will receive intensive training on the firm’s business model and how employees contribute to achieving the firm's goals.

Is there a focus on current events and macroeconomic factors in the program?

Yes, the program includes round table discussions on current events with macro and micro relevance to the business.

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Rockefeller Capital Management

Finance
Industry
1001-5000
Employees
2018
Founded Year

Mission & Purpose

Rockefeller Capital Management is a leading independent, privately-owned financial advisory firm – wealth management, asset management, and strategic advisory services – for ultra- and high-net-worth individuals, families, businesses, and institutions. We offer an elevated experience based on traditional Rockefeller family office values to help clients achieve their long-term goals. Formed in 2018, the firm is rapidly extending its historic brand across contemporary markets in the United States and abroad. Our growing team of talented advisors and other financial professionals serve discerning clients who view wealth not as a prize but as potential. We bring them the finest in personalized advice, intellectual content, curated service, and state-of-the-art technology. In our pantheon of values, we place these first: clients, colleagues, excellence, integrity, and community. Around the world, the Rockefeller name is synonymous with trust, an advantage we deeply treasure. The firm is responsible for approximately $90 billion in client assets, as of June 30, 2022. As of August 31, 2022, we have 1010 total employees in 41 locations across the United States and London.