Summer Analyst - Business Finance

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 business, providing opportunities to learn, grow, and excel.

• 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 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

• Students must be projected 2028 graduates and in good standing at their school.
• Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

Responsibilities

• Monthly Financial Reporting and Close Process
• Financial Reporting and Analytics
• Forecast and Budget Preparation
• Revenue and Expense Analysis
• Various Ad-hoc Projects
• Analysis of financial questions and problems
• Problem Solving
• Building business relationships
• Assist with asset reporting, vendor management/analytics, assessment and monitoring of business trends, and analysis supporting strategic projects and initiatives.

Qualifications

• High school degree required.
• Pursuing a degree with a major in Finance or Accounting is required.
• Prior internship experience in financial services, finance, accounting, or data analytics a plus.
• Advanced Microsoft Excel and financial modeling experience preferred.

Skills

• Advanced Microsoft Excel skills with ability to design and maintain financial models and drive high-quality financial presentations.
• Strong analytical, problem solving, accounting, and data management skills.
• Ability to work independently and participate as a team player in a cross-functional environment.
• Ability to work in a fast paced, deadline driven, multi-tasking environment.
• Demonstrated ability to leverage emerging technologies, including AI-powered productivity tools, to enhance analysis, automate routine processes, and improve the quality of business insights.

Pay

The anticipated hourly rate for this role is $35.00/hour. Hourly rate may depend on several factors, including a candidate’s qualifications, skills, competencies, and experience.