Summer Analyst - Program Management

Rockefeller Capital Management•New York, NY

42d

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.

Requirements

Pursuing a degree in Business Administration, Finance, or a related field.
Interest in computer science or information technology, with relevant exposure preferred.
Experience leading or contributing effectively within collaborative teams.
Ability to break complex objectives into prioritized tasks aligned to an overall delivery plan.
Strong technical and business writing skills.
Professional presence and confidence facilitating smaller meetings.
Working knowledge of Agile methodologies and tools, such as Jira.
Excellent written and verbal communication skills.
Adaptable and comfortable working through ambiguity.
Ability to solve problems, communicate ideas, guide discussions, and build consensus.
Detail-oriented and resourceful, with strong organizational and project management skills.
Basic understanding of financial services, especially wealth management.
Familiarity with AI tools and technologies used to improve productivity or support application development.

Responsibilities

Partner with business stakeholders to understand current and future business processes and procedures.
Translate business processes into detailed business, system, and operational requirements.
Collaborate with the UX team to design intuitive, efficient screens for end users.
Coordinate project meetings with internal and external stakeholders to define action plans and delivery milestones.
Develop user stories and participate in grooming sessions to refine feature requirements and designs with developers.
Use AI tools to support day-to-day work, including requirements for documentation, UX design, application development, and testing.