Summer Analyst - US Institutional Sales - 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 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 projected 2026 graduates 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 Asset Management is seeking a Summer Analyst to support the Sales Team. The Summer Analyst will assist with the U.S. Institutional sales and client service efforts across all our team’s constituents: 1) externally with the primary focus on Large Intermediaries and Asset Owners (i.e: Global Private Banks, Pensions, Multi/Single Family Offices, Insurance etc.) and 2) internally with our investment & performance/portfolio analytics teams).

Responsibilities:

• Support sales and client service efforts across prospects, consultants, and clients, including data inquiries, information requests, meeting coordination and preparation for RAM’s U.S.-based clients
• Help research and identify potential prospects via online databases and other capital introduction resources
• Help prepare prospect or client briefs (or relationship summaries) in advance of meetings. Post meeting, assist with follow up items and document meeting activities.
• Interface with investment team members, performance/portfolio analytics and trading colleagues to help organize meetings, coordinate presentation material/content and respond to inquiries from external constituents
• Help support Head of team with management reporting, including sales pipeline and sales statistics
• Assist with competitive analysis on investment products, strategies and trends in the marketplace
• Develop familiarity with Rockefeller Asset Management history, organizational structure and related subjects, including ability to articulate our investment process, portfolio structures and characteristics

Qualifications:

• Undergraduate degree required
• Pursuing a Master of Business Administration, preferably with a focus in Finance
• Prior experience in financial services and/or asset management a plus

Skills:

• Experience and working knowledge of asset management
• Strong analytical and technical skills
• Strong oral and written communication skills
• Heightened sense of quality control and attention to detail
• Ability to work independently (self-starter) and as part of a team
• Ability to anticipate and manage multiple tasks
• Possesses impressive organizational skills, prioritizes, and uses time efficiently
• Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
• Expertise in Microsoft Excel, Word, and Power Point
• Working knowledge of Microsoft Dynamics365 (or equivalent CRM), Bloomberg, eVestment, & Morningstar is a plus

Compensation Range:

The anticipated hourly rate for this role is $48/hour. Hourly rate for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. 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.