Investment Management Summer Analyst | Data & Salesforce

Rockefeller Capital Management; New York (NY); On-site; USD 49,593 - 57,859; Full time

Job summary

Rockefeller Capital Management offers a ten-week Summer Analyst program designed to immerse students in distribution, marketing and client service efforts across a diverse set of constituents. The role supports Salesforce data logging, reporting, and product launches while providing exposure to capital-raising strategy and fund performance analysis.

The program emphasizes mentorship, weekly speaker events, and hands-on experience with AI tools to streamline workflows.

Qualifications

• Pursuing a bachelor’s degree in Finance, Economics, Business, Marketing, or a related field, on track to graduate in 2028.
• Strong academic record and a demonstrated interest in the financial services industry.
• Interest in asset/wealth management, investment distribution, or capital markets.
• Prior internship, coursework, or project experience involving data analysis or financial services is a plus.
• Available for the full ten-week program during standard business hours.

Responsibilities

• Support Salesforce implementation and data integration by logging team, advisor, and client interactions; participate in product launch calls and client events.
• Consolidate Salesforce engagement data into informative reports on trends that shape marketing plans and capital-raising strategy.
• Produce a consolidated performance report for all drawdown funds launched on the platform, organized by asset class.
• Analyze the 3–5 year track record of co-mingled funds to evaluate manager performance by asset class.
• Learn the end-to-end process for launching a new product, including the materials required at launch.
• Partner on one new strategy: create a summary email and education materials for advisors and articulate a concise fund‑strategy pitch highlighting key selling points.
• Utilize AI tools to streamline workflows and consolidate team data to support fundraising initiatives.

Skills

Excel

PowerPoint

Word

Salesforce

Data analysis

Analytical skills

Communication

Organization

Self-starter

Education

Bachelor’s degree in Finance/Economics/Business/Marketing or related field

Tools

Salesforce

Job description

Rockefeller Capital Management offers a ten-week Summer Analyst program designed to immerse students in distribution, marketing and client service efforts across a diverse set of constituents. The role supports Salesforce data logging, reporting, and product launches while providing exposure to capital-raising strategy and fund performance analysis.

The program emphasizes mentorship, weekly speaker events, and hands-on experience with AI tools to streamline workflows.