2027 Summer Analyst - Investment Banking

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.

About the role

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. The Summer Analyst program is a ten-week (June-August) internship 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 Global Investment Banking business, supporting strategic advisory assignments including sell-side and buy-side M&A transactions, divestitures, spin-off engagements, capital-raising, special committee engagements, direct investments, and evaluation of strategic alternatives.

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 personal perspectives from employees
• Intensive training on our business model and how employees 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

Responsibilities

• Performing financial analysis and financial modeling, utilizing various valuation techniques
• Drafting 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

Requirements

• 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
• Ability to work accurately under pressure to meet competing deadlines
• Excellent time management skills
• Ability to work well independently as well as part of a team
• Assertiveness, initiative, strong work ethic, and a team-oriented mindset
• 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 approach
• Professional and friendly demeanor
• Exceptional reliability and the demonstrated ability to handle sensitive information with discretion

Pay

The anticipated hourly rate for this role is $48/hour. Hourly rate will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown.