About the role#
The Global Investment Banking team is looking for a Summer Analyst to join us for the summer of 2027. This ten-week program immerses you in the day-to-day operations of our firm. You will work on strategic advisory assignments, including M&A transactions, capital-raising, divestitures, and the evaluation of strategic alternatives. The program includes a mentorship component, a speaker series, and training on our business model.
What you'll do#
- Perform financial analysis and modeling using various valuation techniques.
- Draft materials for client meetings and prepare internal and external memoranda.
- Conduct financial and business-related research.
- Coordinate complex, time-sensitive processes.
- Assist in the execution of transactions.
- Participate directly in client-facing situations.
What you'll need#
- A high school degree and current pursuit of a bachelor's degree in finance or accounting.
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
- Experience with financial databases and familiarity with valuation, modeling, and forecasting.
- Strong analytical, quantitative, and creative problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to work accurately under pressure and manage time effectively.
- A professional demeanor, exceptional reliability, and the ability to handle sensitive information with discretion.
- A team-oriented mindset with the ability to work independently.
Location & details#
- Location: New York, New York.
- Term: Summer 2027.
- Work Modality: On-site.
- Employment: Full-time, paid position.
About Rockefeller Capital Management
Rockefeller Capital Management provides financial advisory and investment management services. The firm serves individuals, families, corporations, and institutions. It specializes in wealth planning, asset management, and strategic advisory. Based in New York, the company operates with over 1,700 employees across multiple offices. It was established in 2018.
How to get in at Rockefeller Capital Management
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