Summer Analyst, Investment & Client Solutions

Rockefeller Capital Management is looking for a Summer Analyst to join their Investment & Client Solutions team. This internship offers a unique opportunity to dive into the financial services industry and gain hands-on experience. You’ll collaborate with professionals, assist in investment analysis, and participate in various projects that will enhance your learning and development.

What You’ll Do

• Work with the Investment Solutions team on investment analysis
• Assist in providing support to private wealth advisors
• Help with special projects and presentations
• Research various industries and investment opportunities
• Participate in quantitative and qualitative investment analyses

What You Need

• High school degree required
• Pursuing a degree in Finance, Mathematics, Economics, Business, or Computer Science
• Prior internship experience in finance is a plus
• Basic understanding of investments and portfolio reporting
• Proficient in Microsoft Office, especially Excel
• Strong analytical and problem-solving skills
• Excellent communication skills
• Programming experience is a plus

What You’ll Love

• Mentorship program to help you grow
• Weekly speaker series to learn from experienced professionals
• Hands-on experience in a dynamic environment
• Networking opportunities with peers and senior leaders

About the Firm

• Founded in 2018, Rockefeller Capital Management is a leading financial advisory firm
• Originally established as the family office of John D. Rockefeller in 1882
• Offers strategic advice to high-net-worth individuals and institutions
• Manages $151 billion in client assets as of December 31, 2024