Summer Analyst - Business Finance

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

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

Program Overview

Rockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.

Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.

Key highlights of the program include:

• Mentorship program to support learning and development.
• Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.
• Intensive training on our business model and how employees of the firm contribute to achieving our goals.
• Frequent connectivity with other Summer Analysts and our program team.
• Round table discussions on current events with macro and micro relevance to our business.
• Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.

Eligibility and Selection Criteria

To be eligible for consideration, students must be projected 2028 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.

POSITION

Rockefeller Capital Management’s Finance Group is seeking a Summer Analyst to support the Business Finance team this summer. The Summer Analyst will work with team members to assist with financial and management reporting, asset reporting, monthly close processes, vendor management/analytics, assessment and monitoring of business trends, and analysis supporting strategic projects and initiatives.

Responsibilities

• Monthly Financial Reporting and Close Process
  • Financial Reporting and Analytics
  • Forecast and Budget Preparation
  • Revenue and Expense Analysis
  • Various Ad-hoc Projects
• Other Common Tasks
  • Analysis of financial questions and problems
  • Problem Solving
  • Building business relationships

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

Skills

• Advanced Microsoft Excel skills with ability to design and maintain financial models and drive high-quality financial presentations
• Strong analytical, problem solving, accounting, and data management skills
• Ability to work independently and participate as a team player in a cross-functional environment
• Ability to work in a fast paced, deadline driven, multi-tasking environment
• Demonstrated ability to leverage emerging technologies, including AI-powered productivity tools, to enhance analysis, automate routine processes, and improve the quality of business insights

Compensation Range

The anticipated hourly rate for this role is $35.00/hour. Hourly rate 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.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.