Summer Analyst - Business Finance

Rockefeller Capital Management • New York, NY

22h

About The Position

Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts. Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.
Key highlights of the program include:
Mentorship program to support learning and development.
Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
Intensive training on our business model and how employees of the firm contribute to achieving our goals.
Frequent connectivity with other Summer Analysts and our program team.
Round table discussions on current events with macro and micro relevance to our business.
Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.
To be eligible for consideration, students must be projected 2028 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.
Rockefeller Capital Management’s Finance Group is seeking a Summer Analyst to support the Business Finance team this summer. The Summer Analyst will work with team members to assist with financial and management reporting, asset reporting, monthly close processes, vendor management/analytics, assessment and monitoring of business trends, and analysis supporting strategic projects and initiatives.

Requirements

• High school degree required.
• Pursuing a degree with a major in Finance or Accounting is required.
• Projected 2028 graduates

Nice To Haves

• Prior internship experience in financial services, finance, accounting, or data analytics a plus.
• Advanced Microsoft Excel and financial modeling experience preferred
• Advanced Microsoft Excel skills with ability to design and maintain financial models and drive high-quality financial presentations
• Strong analytical, problem solving, accounting, and data management skills
• Ability to work independently and participate as a team player in a cross-functional environment
• Ability to work in a fast paced, deadline driven, multi-tasking environment
• Demonstrated ability to leverage emerging technologies, including AI-powered productivity tools, to enhance analysis, automate routine processes, and improve the quality of business insights

Responsibilities

• Monthly Financial Reporting and Close Process
• Financial Reporting and Analytics
• Forecast and Budget Preparation
• Revenue and Expense Analysis
• Various Ad-hoc Projects
• Analysis of financial questions and problems
• Problem Solving
• Building business relationships

Benefits

• Mentorship program
• Weekly speaker series
• Intensive training
• Frequent connectivity with other Summer Analysts and our program team
• Round table discussions
• Opportunities to exchange ideas and network with peers, mentors, and senior leaders

What This Job Offers

• Career Level: Intern
• Education Level: High school or GED