Investment Banking Associate I

Rockefeller Capital Management•New York, NY

About The Position

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

Requirements

3+ years of experience as an investment banking Analyst or Associate
Bachelor’s degree in finance, accounting, or related field
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)
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
Strong analytical and quantitative skills
Able to work accurately under stress and 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
Demonstrated and proven results
Experience with valuation, modeling and forecasting
Creative problem solver who thrives when presented with a challenge
Persuasive and goal-oriented
Possesses a professional and friendly demeanor
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion

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
Deal execution logistics
Participation in talent development efforts, including recruiting and training