Summer Analyst - Wealth Planning

Rockefeller Capital Management • New York, NY

8d

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.
Eligibility and Selection Criteria
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.
POSITION
The Summer Analyst is a member of the Global Family Office Wealth Planning Center. The Wealth Planning Center is charged with coordinating the creation and implementation of financial plans for the firms Wealth Advisory divisions. In this capacity, the Wealth Planning Analyst will conduct in-depth data collection, analysis, and data entry with the aim of creating a strong financial plan. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management. This role is a key member of the collaborative, team-centric approach to client service across the firms’ Wealth Advisory divisions.

Requirements

• Projected 2028 graduates
• In good standing at the school
• Interest in the financial services industry
• Eager to learn and make an impact
• Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
• Enthusiastic and positive approach to problem-solving and client service
• Eagerness to learn new and evolving complex topics
• Proactive communication
• Takes ownership of assigned work and strives to understand not just the “what,” but also the “why” behind it.
• Strong organization skills and the ability to multitask and reprioritize within tight deadlines.
• Strong collaboration and partnership skills
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk.
• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way.

Responsibilities

• Gather extensive financial information to drive plan creation.
• Enter client information into planning software.
• Schedule and prepare materials for client meetings.
• Leverage financial data to identify possible solutions to meet client needs and goals.
• Engage specialists and partners to address client needs and deliver solutions.
• Monitor and update client information and plan changes on a consistent basis.
• Create & maintain client spending analysis report
• Review & summarize estate planning documents to map out client estate flows
• Help identify areas where AI can create efficiencies in the production of deliverables

Benefits

• Mentorship program
• Weekly speaker series
• Intensive training
• Frequent connectivity with other Summer Analysts and 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: No Education Listed