What are the responsibilities and job description for the Investment Banking Analyst position at 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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join the Investment Banking team. As part of the team, the Analyst will have the opportunity to work on a variety of assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising (debt and equity); special committee engagements; direct investments and co-investments; and, more broadly, evaluation of strategic alternatives.
Responsibilities
The Analyst will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Analyst with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.
Analyst Work Will Include
The anticipated base salary range for this role is $105,000 to $110,000. Base salary 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. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. 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.
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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join the Investment Banking team. As part of the team, the Analyst will have the opportunity to work on a variety of assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising (debt and equity); special committee engagements; direct investments and co-investments; and, more broadly, evaluation of strategic alternatives.
Responsibilities
The Analyst will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Analyst with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.
Analyst Work Will Include
- Performing financial analysis and modeling, utilizing various valuation techniques
- Drafting materials for client meetings
- Preparing memoranda for internal and external use
- Conducting financial and other business-related research
- Coordinating complex and often time-sensitive processes
- Engaging in client-facing situations
- Assisting in the execution of transactions
- Participating in talent development efforts, including recruiting and training
- 1-3 years of experience as an investment banking Analyst, preferred
- Bachelor’s degree in finance, accounting, or a related field
- Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint, and financial databases
- Excellent verbal and written communication skills
- Strong grasp of corporate finance and financial accounting
- High attention to detail and commitment to deliver high-quality work product consistently
- Ability to work accurately under pressure to meet competing deadlines
- Excellent time-management skills
- Ability to work well independently and as part of a team
- Assertiveness, initiative, strong work ethic, team focus
- Proven track record of results
- Experience with valuation, modeling, and forecasting
- Strong analytical and quantitative skills
- Creative, resourceful problem solver
- Persuasive and goal-oriented
- Professional and personable demeanor
- Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
- Proficiency using AI tools (e.g., Microsoft Copilot) to work efficiently
The anticipated base salary range for this role is $105,000 to $110,000. Base salary 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. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. 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.
Salary : $105,000 - $110,000