Investment Banking Analyst

Rockefeller Capital Management•New York, NY

18h

About The Position

Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join the Investment Banking team. As part of the team, the Analyst will have the opportunity to work on a variety of assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising (debt and equity); special committee engagements; direct investments and co-investments; and, more broadly, evaluation of strategic alternatives. The Analyst will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Analyst with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.

Requirements

Bachelor’s degree in finance, accounting, or a related field
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint, and financial databases

Nice To Haves

1-3 years of experience as an investment banking Analyst, preferred
Excellent verbal and written communication skills
Strong grasp of corporate finance and financial accounting
High attention to detail and commitment to deliver high-quality work product consistently
Ability to work accurately under pressure to meet competing deadlines
Excellent time-management skills
Ability to work well independently and as part of a team
Assertiveness, initiative, strong work ethic, team focus
Proven track record of results
Experience with valuation, modeling, and forecasting
Strong analytical and quantitative skills
Creative, resourceful problem solver
Persuasive and goal-oriented
Professional and personable demeanor
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
Proficiency using AI tools (e.g., Microsoft Copilot) to work efficiently

Responsibilities

Performing financial analysis and modeling, utilizing various valuation techniques
Drafting materials for client meetings
Preparing memoranda for internal and external use
Conducting financial and other business-related research
Coordinating complex and often time-sensitive processes
Engaging in client-facing situations
Assisting in the execution of transactions
Participating in talent development efforts, including recruiting and training