Rockefeller Capital Management · 8 hours ago
2027 Summer Analyst - Investment Banking
New York, NY
Full-time
Onsite
New Grad
$48/hr - $48/hrRockefeller Capital Management is a leading independent financial advisory services firm established in 2018. They are seeking a Summer Analyst for their Global Investment Banking business to support various strategic advisory assignments, including M&A transactions and capital-raising activities.
Financial Services
Responsibilities
Performing financial analysis and financial modeling, utilizing various valuation techniques
Drafting of 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
Qualification
Required
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
Excellent verbal and written communication skills
High attention to detail and commitment to delivering high quality work product consistently
The ability to work accurately under pressure to meet competing deadlines
Excellent time management skills
The ability to work well independently as well as part of a team
Assertiveness, initiative, strong work ethic, and a team-oriented mindset
A 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 oriented approach
A professional and friendly demeanor
Exceptional reliability and the demonstrated ability to handle sensitive information with discretion
Company
Rockefeller Capital Management
At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management.
Founded in 2018
1001-5000 employees
H1B Sponsorship
Rockefeller Capital Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Gregory J. Fleming
President and Chief Executive Officer
Jonathan Eisenberg
Senior Counsel to the CEO
Recent News
2024-01-03
InvestmentNews
2023-08-17
2023-06-21
Company data provided by crunchbase