Summer Analyst - Strategic Partnerships & Community Impact - Rockefeller Capital Management

About Rockefeller Capital Management:

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 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 from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024.

Position:

Program Overview

Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.

 

Our 2025 Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.

 

Key highlights of the program include:

• Mentorship program to support learning and development.
• Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
• Intensive training on our business model and how employees of the firm contribute to achieving our goals.
• Frequent connectivity with other Summer Analysts and our program team.
• Round table discussions on current events with macro and micro relevance to our business.
• Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

 

Eligibility and Selection Criteria

To be eligible for consideration students must be undergraduates currently in their junior year and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

 

POSITION 

Rockefeller Capital Management’s Strategic Partnerships & Community Impact team functions within the Global Family Office. The Summer Analyst will work directly with the Head of Strategic Partnerships & Community Impact on our financial education initiatives, next gen engagement, and partnerships efforts for our Advisors, clients, and prospects.

Responsibilities:

• Develop key content and strategy surrounding the Rockefeller Next Gen Financial Education Program delivered to clients
  • Partner with teams across the firm to assist in delivering and creating content in the following key areas:
    • Personal Finance; Planning for the Future; Estate Planning; US Taxes; Investing; Sustainability & Impact; Philanthropy; Entrepreneurship
    • Content creation encompasses client-ready presentations, digital media, and marketing collateral
  • Partner with teams across the firm to deliver and create new content
  • Participate in sessions and meetings with clients & prospects
• Support Next Gen engagement efforts and initiatives, including exposure to the Rockefeller Next Gen Advisory Council
• Assist in sourcing, evaluating, and maintaining external partnerships supporting the Rockefeller Lifestyle Advisory platform
• Develop opportunities for Community Impact projects and initiatives on behalf of the firm, including organizational partnerships and/or philanthropic work
• Create internal and external meeting materials related to the different functions of the team

Qualifications:

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

Skills:

• Excellent interpersonal and communication skills to interact with external clients and multiple levels of staff and management
• Exceptional ability to multitask with a strong sense of urgency; able to work in high-pressure environments by prioritizing competing deadlines
• Detail-oriented and resourceful with excellent organizational and project-management skills
• Self-starter with the drive to self-direct independently and follow through on projects from start to finish
• Passionate about learning and working with Next Gen clients
• High level of energy, hardworking, resourceful, proactive
• High level of responsibility and maturity
• Strong attention to detail, analytical, and eager to learn
• Ability to work independently, as well as part of a team

Compensation Range:

The anticipated hourly rate for this role is $35/hour. Salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of this rate. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure:

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

 

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.