Investment Banking Associate

Rockefeller Capital Management; New York (NY); Hybrid; USD 175,000 - 200,000; Full time

Job summary

Rockefeller Capital Management is seeking an Investment Banking Associate to join the Investment Banking team, handling sell-side and buy-side M&A transactions, direct investments and co-investments, capital-raising, and strategic evaluations.

The Associate will work across the full deal lifecycle with high client exposure, senior-team interaction, and opportunities to participate in deal execution and talent development within a rapidly growing platform.

Qualifications

• 3+ years of experience as an investment banking Analyst or Associate.
• Bachelor’s degree in finance, accounting, or related field.
• Knowledge and experience using Microsoft Word, Excel, Outlook, PowerPoint and financial databases (FactSet, PitchBook, Refinitiv).

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
• Deal execution logistics
• Participation in talent development efforts, including recruiting and training

Skills

Communication skills

Analytical skills

Teamwork

Discretion with sensitive information

Deal experience

Education

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

Tools

MS Word

Excel

Outlook

PowerPoint

FactSet

PitchBook

Refinitiv

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.

Responsibilities

The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.

This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.

Associate work will include:

• 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
• Deal execution logistics
• Participation in talent development efforts, including recruiting and training

Qualifications

• 3+ years of experience as an investment banking Analyst or Associate
• Bachelor’s degree in finance, accounting, or related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)

Skills

• Excellent verbal and written communication skills
• Strong grasp of corporate finance and financial accounting
• High attention to detail and commitment to deliver high quality work product consistently
• Strong analytical and quantitative skills
• 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
• 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

Compensation Range

The anticipated base salary range for this role is $175,000 to $200,000. 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.