Experienced Investment Banking Analyst

Rockefeller Capital Management; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

A forward-thinking firm is seeking a motivated investment banking Analyst to join its dynamic team. This role offers the chance to engage in diverse strategic advisory assignments, including M&A transactions and capital-raising initiatives. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to thrive under pressure. You'll be involved in financial modeling, client interactions, and talent development efforts. Join a company that values excellence and offers a comprehensive benefits package, including health coverage and retirement plans, ensuring your professional growth and well-being.

Benefits

Health coverage

Vacation time

Paid leave

Retirement plan

Qualifications

• 1-3 years of experience as an investment banking analyst preferred.
• Bachelor’s degree in finance, accounting, or related field.

Responsibilities

• Performing financial analysis and modeling for client projects.
• Drafting materials for client meetings and internal use.
• Assisting in the execution of transactions and client interactions.

Skills

Financial analysis

Financial modeling

Valuation techniques

Communication skills

Attention to detail

Time management

Analytical skills

Problem-solving

Teamwork

Microsoft Office proficiency

Education

Bachelor’s degree in finance

Bachelor’s degree in accounting

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

Position

Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join its Investment Banking team. As part of the Investment Banking team, the Analyst will have the opportunity to work on 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; and, more broadly, evaluation of strategic alternatives.

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
• Assistance in the execution of transactions
• Participation in talent development efforts, including recruiting and training

Qualifications

• 1-3 years of experience as an investment banking analyst preferred
• Bachelor’s degree in finance, accounting, or related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases

Skills

• Excellent verbal and written communication skills
• High attention to detail and commitment to deliver high quality work product consistently
• 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
• Strong analytical and quantitative skills
• 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
• Strong Microsoft Office skills, Word, PowerPoint, Outlook, and Excel

Compensation Range

The anticipated base salary for this role is $100,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.