Summer Analyst - Client Solutions & Business Services
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 $151 billion in client assets as of December 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 2027 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.
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POSITION
Rockefeller Capital Management’s Client Solutions & Business Services team is seeking a Summer Analyst to support their team this summer. The Summer Analyst will work with team members based in the Hamilton office and assist with application development work. The individual will assist in supporting mobile and online platform and in researching AI/ML models to automate family office operations and to enhance money movement functions.
Responsibilities
- Learn Rockefeller Capital Management financial service offerings
- Assist the team in supporting mobile and online platforms
- Learn Microsoft AI/ML and OCR tools
- Assist the team in researching AI/ML models to automate family office operations
Qualifications
- High school degree required.
- Pursuing a degree with a concentration in Computer Science or Analytics is desirable.
- Prior internship experience in working in technology a plus
- AI related Course or experience in any capacity will be a plus.
Skills
- Thorough, organized, and able to learn quickly
- Ability to work well independently and as part of a team
- Ability to multi-task and be able to reassess priorities as situations arise
- Detail-oriented and attention to accuracy
- Excellent interpersonal skills
- Ability to exercise discretion with confidential matters
- Strong communication skills, both written and verbal
- Ability to express ideas clearly and concisely