Summer Analyst - Practice Management

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. 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.

Responsibilities

• Support the practice management initiatives by maintaining project plans, trackers, timelines, action logs, meeting notes, and follow-up items; help ensure workstreams remain organized and moving forward.
• Assist in collecting, organizing, and summarizing business inputs and support data related to advisor teams, business planning, team structure, growth opportunities, operational processes, and engagement activities.
• Create and maintain Excel-based tools, dashboards, templates, and reporting materials that help the Practice Management Team assess needs, monitor progress, identify themes, and support decision-making.
• Aid in preparation for advisor business planning sessions, team assessments, strategy workshops, and follow-up execution by organizing pre-read materials, data summaries, agendas, outputs, and next-step documentation.
• Partner with internal stakeholders across practice management, regional teams, business technology, operations, and other firm resources to gather information and support coordinated execution.
• Identify opportunities to simplify processes, improve consistency, strengthen documentation, and convert recurring work into reusable templates, checklists, or standard operating tools.

Qualifications

• Pursuing a bachelor’s degree in business, finance, economics, data analytics, management, operations, communications, or a related field.
• Strong analytical skills with the ability to organize data, identify themes, summarize findings, and translate information into actionable insights.
• Advanced proficiency in Microsoft Excel and PowerPoint; comfort building structured trackers, tables, charts, summaries, and presentation-ready materials.
• Strong written and verbal communication skills with the ability to produce clear, concise, professional materials for business audiences.

Benefits

The anticipated hourly rate for this role is $35.00/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.