What are the responsibilities and job description for the Summer Analyst - Investment & Client Solutions, Managed Solutions 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 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 Managed Solutions Team is looking for a Summer Analyst to support their business unit this summer. The Summer Analyst will learn about the suite of products offered on our Rockefeller Global Family Office platform, which provides access to best-in-class managers and strategies.
Responsibilities
- Participate in the day-to-day product management within Managed Solutions, including product development, reporting, and enhancing documentation
- Assist the team in providing advisory practice management through platform, program, and process support to private wealth advisors
- Drive organic growth by providing supportive analysis on strategy replacements, gain/loss impact and general product inquiries
- Gain understanding of advisory account trading and servicing platform
- Collaborate with the broader Investment and Client Solutions team
- Provide support on inbound inquiries and questions that require immediate attention
- Work with senior investment professionals and client advisors on special projects (such product guides, performance review/analysis, and automation projects that require programming skills)
- Attend meetings and provide support with preparation of internal/external presentations
Qualifications
- High school degree required
- Pursuing a degree with a concentration in Finance, Mathematics, Economics, Business, or Computer Science is desirable
- Prior internship experience in the financial industry, including wealth management or asset management a plus
Skills
- Basic understanding of investments, portfolio reporting and related terminology
- Highly analytical and proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present and report on client information; Word, Access and PowerPoint a plus
- A self-starter, who works well independently and as a part of a team
- Entrepreneurial and proactive mindset
- Ability to multi-task and be able to reassess priorities as situations arise
- Detail-oriented and attentive to accuracy and deadlines
- Excellent interpersonal skills with a can-do attitude
- Strong organizational and problem-solving skills
- Ability to exercise discretion with confidential matters
- Strong communication skills, both written and verbal
- {Programming experience a plus (e.g. C/C /Java/Python)
Compensation Range
The anticipated hourly rate for this role is $38/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.
Salary : $38
