Summer Analyst - Distribution

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

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 Global Investment Management is seeking a Summer Analyst to support the Distribution Team. The Summer Analyst will assist with the Americas distribution, marketing and client service efforts across all our team’s constituents: Global Private Banks, Pensions, Multi/Single Family Offices, Insurance, Registered Investment Advisors (RIAs), etc., and internally with our marketing and product specialist teams.

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.

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 (June–August) program during standard business hours.

Skills

• Proficiency with Microsoft Excel, PowerPoint, and Word, and the aptitude to learn new platforms quickly.
• Exposure to (or eagerness to learn) Salesforce CRM — data entry, reporting, and dashboards.
• Strong analytical and quantitative skills; able to turn raw data into clear, decision-ready reports.
• Excellent written and verbal communication; able to draft advisor-facing materials and deliver a crisp fund pitch.
• Highly organized and detail-oriented, with the ability to manage multiple projects concurrently.
• Self-starter who works well independently and collaboratively across a distribution team.

Compensation Range

The anticipated hourly rate for this role is $38.00/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.