2027 Summer Analyst - Investment Banking

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

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:

• A mentorship program to support learning and development
• A 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 throughout the firm 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 in their junior year and in good standing at their school. Prospective Summer Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

Position:Rockefeller Capital Management’s Global Investment Banking business is seeking a Summer Analyst to support the team during the summer of 2027. As part of the Global Investment Banking team, the Analyst will have the opportunity to work on a variety of strategic advisory assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; direct investments; and, more broadly, evaluation of strategic alternatives.

Responsibilities

• Performing financial analysis and financial modeling, utilizing various valuation techniques
• Drafting of materials for client meetings
• Preparation of memoranda for internal and external use
• Conducting financial and other business-related research
• Coordinating complex and often time-sensitive processes
• Active involvement in client-facing situations
• Assistance in the execution of transactions

Qualifications

• High school degree required
• Pursuing a bachelor's degree in finance, accounting, or related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases

Skills

• Excellent verbal and written communication skills
• High attention to detail and commitment to delivering high quality work product consistently
• The ability to work accurately under pressure to meet competing deadlines
• Excellent time management skills
• The ability to work well independently as well as part of a team
• Assertiveness, initiative, strong work ethic, and a team-oriented mindset
• A proven track record of delivering strong, measurable results
• Experience with valuation, modeling, and forecasting
• Strong analytical and quantitative skills
• Creative problem-solving skills and the ability to thrive when presented with challenges
• Persuasive communication skills and a goal-oriented oriented approach
• A professional and friendly demeanor
• Exceptional reliability and the demonstrated ability to handle sensitive information with discretion

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.