Investment Banking Analyst II

Rockefeller Capital Management•New York, NY

About The Position

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 32 markets throughout the United States, as well as an office in London. The Firm oversees $203 billion in client assets as of March 31, 2026.

Requirements

Bachelor’s degree (or foreign equivalent) in Finance, Economics, Business Administration, Accounting, or a closely related quantitative field.
At least 1 year of full-time experience in investment banking, corporate finance, private equity, transaction advisory, or a directly related financial analysis function.
Financial modeling and valuation analysis, including DCF, comparable company and precedent transaction analyses; familiarity with LBO concepts.
Advanced Excel and PowerPoint for model building and transaction/pitch materials.
Corporate finance and capital markets fundamentals applied to M&A and equity/debt offerings.
Company and industry research, analysis of financial statements, and synthesis of findings into client ready materials.

Responsibilities

Support the execution of the Firm’s internal recapitalization by building and maintaining financial analyses and coordinating diligence across Finance, HR, RGFO, Treasury, Legal Strategy, and other departments; contribute to the preparation of Board-level and town hall materials.
Conduct targeted research on potential investors into the Firm by analyzing fund strategies, historical transactions, and portfolio composition.
Serve as senior analyst on an ongoing high-profile consumer sector take-private transaction, responsible for building external-facing financial model, drafting marketing materials, synthesizing earnings calls, conducting in-depth company, industry, and competitor research.
Manage buyer engagement tracking across 20+ management meetings for a given transaction, ensuring seamless coordination, timely follow-ups, and strategic outreach throughout a transaction process.
Serve as lead analyst for the Rockefeller Global Investment Banking’s sports coverage, responsible for maintaining the external multi-league overview deck, dynamic investor / sponsor tracker, and execution support across multiple live sports sector mandates.
With respect to sports sector coverage, track and incorporate developments across major leagues (NFL, NBA, WNBA, NHL, MLB, MLS, NWSL), including recent transactions, media rights cycles, and sponsorship agreements to ensure materials remain current and actionable for investor outreach and pitch preparation.
With respect to financial sponsors coverage, maintain the sponsor interaction tracker, prepare briefing materials in partnership with the Head of Sponsor Coverage, and attend sponsor meetings.
Conduct targeted sponsor research and develop detailed sponsor profiles, including mandate focus, fund / check size, portfolio relevance, and relationship mapping, to assess fit for live and prospective mandates.
Produce monthly M&A updates, delivering a concise summary of prior month’s activity, including key transactions, most active sectors, deal volumes and values, and relevant summary statistics.
Conduct quantitative analysis of information involving Rockefeller’s investment programs and work on a variety of strategic investment advisory assignments including: sell-side and buy-side mergers and acquisitions (M&A) transactions; divestitures and spin-off engagements; capital-raising; special committee engagements; and evaluation of strategic alternatives.
Perform financial analysis and financial modeling, utilizing various valuation techniques; conduct financial and other business-related research.
Assist in the execution of transactions; coordinate complex and often time-sensitive processes.
Actively participate in client-facing situations.
Participate in talent development efforts, including recruiting and training.