Investment Banking Analyst

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

The Analyst will be an ambitious self-starter with a proven record of creative and resourceful problem solving, interested in a career in investment banking and eager to learn. This position comes with challenging work and a demanding environment in a rapidly growing firm.

Responsibilities

• 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

Requirements

• 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

Skills

• 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

Pay

The anticipated base salary range for this role is $105,000 to $110,000. Base salary 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.

Benefits

Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more.