Summer Analyst - Equity Portfolio 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 $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.
POSITION
Rockefeller Capital Management’s Fundamental Equity Team within the Asset Management Business is seeking a Summer Analyst to support their team. The candidate will assume the function of a research analyst, a member of the investment team and immersed in all of their normal activities. The candidate will have the opportunity to learn more about Rockefeller’s culture, gain experience collaborating with all members of the team, and perform in-depth fundamental research while working on actionable projects and ideas.
Responsibilities
- Perform in-depth integrated fundamental on both a company and industry-specific level
- Recommend and invest in equities utilizing a fundamental approach that matches Rockefeller’s investment philosophy
- Build out industry knowledge including industry dynamics, competitors, technology disruption risks, and material ESG issues
- Prepare financial models
- Participate in research calls, virtual conferences, and interactions with corporate management teams
- Remain current with market conditions and stay informed of research and information regarding Company’s holdings
- Participate in ad-hoc research projects
- Assist with investment management relationships in areas such as sales and marketing, as well as ongoing reporting
Qualifications
- High school degree required.
- Pursuing a degree with a concentration in Economics, Business or Finance is desirable.
- Pursuing a MBA is preferred.
- Prior internship experience in asset management a plus
Skills
- Strong analytical and technical skills
- Strong oral and written communication skills
- Strong understanding of accounting principles
- Strong understand of modeling and company valuation work
- Attention to detail
- Ability to work independently and as part of a team
- Prompt follow up and responsiveness, and ability to manage multiple tasks
- Proficiency in Microsoft Excel, Word, Power Point, Bloomberg and/or FactSet
- Proficiency with Python, R, Microsoft Excel, and/or other AI tools, is a plus