Finance Summer Analyst — Mentorship & Hands-On Learning

Rockefeller Capital Management; New York (NY); On-site; USD 41,328 - 55,104; Full time

Benefits offered by this job

Mentorship program

Weekly speaker series

Intensive training on business model

Networking with peers and leaders

Job summary

Rockefeller Capital Management seeks a Summer Analyst for its Finance Group to support the Business Finance team this summer. You will assist with financial reporting, monthly close, asset reporting, and vendor analytics, gaining exposure to strategic projects and industry insights.

The role emphasizes hands-on experience, mentorship, and opportunities to develop Excel-based financial models in a collaborative, fast-paced environment.

Qualifications

• High school degree required.
• Pursuing a degree with a major in Finance or Accounting is required.
• Prior internship experience in financial services, finance, accounting, or data analytics a plus.
• Advanced Microsoft Excel and financial modeling experience preferred.

Responsibilities

• Assist with Monthly Financial Reporting and Close Process.
• Support Forecast and Budget Preparation.
• Analyze Revenue and Expenses; provide ad-hoc analyses.
• Build business relationships and contribute to cross-functional projects.

Skills

Advanced Excel

Financial analysis

Data management

Team collaboration

Financial modeling

Education

High school degree

Finance or Accounting major (pursuing)

Tools

Excel

Financial modeling

Job description

Rockefeller Capital Management seeks a Summer Analyst for its Finance Group to support the Business Finance team this summer. You will assist with financial reporting, monthly close, asset reporting, and vendor analytics, gaining exposure to strategic projects and industry insights.

The role emphasizes hands-on experience, mentorship, and opportunities to develop Excel-based financial models in a collaborative, fast-paced environment.