2027 Summer Analyst - Investment Banking

Rockefeller Capital Management • New York, NY

7d

About The Position

Rockefeller Capital Management’s Global Investment Banking business is seeking a Summer Analyst for summer 2027. This ten-week internship, running from June through August, provides an opportunity to experience the firm’s culture and work within the Global Investment Banking team. The Analyst will support a variety of strategic advisory assignments, including sell-side and buy-side M&A transactions, divestitures and spin-off engagements, capital raising, special committee engagements, direct investments, and evaluation of strategic alternatives.

Summer Analysts are immersed in the day-to-day activities of the business. The program includes a mentorship program, a weekly speaker series, intensive training on the firm’s business model, regular connections with other Summer Analysts and the program team, round-table discussions of relevant current events, and opportunities to exchange ideas and network with peers, mentors, and senior leaders.

Candidates must be in their junior year and in good standing at their school, with an interest in financial services and eagerness to learn and make an impact. The role requires a high school degree and pursuit of a bachelor’s degree in finance, accounting, or a related field. The anticipated hourly rate is $48; the actual rate may vary based on qualifications, skills, competencies, and experience.

Requirements

• Must be in junior year and in good standing at school.
• Interest in the financial services industry and eagerness to learn and make an impact.
• High school degree.
• Pursuing a bachelor's degree in finance, accounting, or a related field.
• Knowledge and experience using Microsoft Word, Excel, Outlook, PowerPoint, and various financial databases.
• Excellent verbal and written communication skills.
• High attention to detail and consistent commitment to high-quality work.
• Ability to work accurately under pressure and meet competing deadlines.
• Excellent time management skills.
• Ability to work independently and as part of a team.
• Assertiveness, initiative, strong work ethic, and a team-oriented mindset.
• Proven track record of delivering strong, measurable results.
• Experience with valuation, modeling, and forecasting.
• Strong analytical and quantitative skills.
• Creative problem-solving skills and ability to thrive when presented with challenges.
• Persuasive communication skills and a goal-oriented approach.
• Professional and friendly demeanor.
• Exceptional reliability and demonstrated ability to handle sensitive information with discretion.

Responsibilities

• Perform financial analysis and modeling using various valuation techniques.
• Draft materials for client meetings.
• Prepare memoranda for internal and external use.
• Conduct financial and other business-related research.
• Coordinate complex and often time-sensitive processes.
• Participate actively in client-facing situations.
• Assist with the execution of transactions.

What This Job Offers

• Career Level: Intern