Investment Banking Analyst I

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

Job summary

An established industry player is seeking a motivated investment banking Analyst to join its dynamic team. This role offers an exciting opportunity to engage in strategic advisory assignments, including M&A transactions and capital-raising efforts. The Analyst will perform financial analysis, draft client materials, and conduct research while actively participating in client interactions. With a commitment to excellence and a supportive environment, this firm provides a comprehensive benefits package and a chance to grow within the investment banking sector. If you're ready to make a significant impact in a fast-paced environment, this position is perfect for you.

Benefits

Health coverage

Vacation time

Paid leave

Retirement plan

Discretionary bonus

Qualifications

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

Responsibilities

• Perform financial analysis and modeling using various valuation techniques.
• Draft materials for client meetings and prepare memoranda for use.
• Assist in executing transactions and participate in talent development.

Skills

Verbal and written communication skills

Attention to detail

Time-management skills

Analytical and quantitative skills

Problem-solving skills

Microsoft Office skills

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Microsoft Word

Microsoft Excel

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.

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”).