Summer Analyst: Investment Due Diligence & Analytics

Rockefeller Capital Management; New York (NY); On-site; USD 92,560,944 - 125,342,313; Part time

Job summary

Rockefeller Capital Management’s Summer Analyst Program offers a ten-week internship designed to immerse students in the day-to-day activities of our investment due diligence team, with mentorship and targeted training.

Participants gain hands-on exposure to quantitative and qualitative analysis of public and private opportunities, supporting materials, and workflow automation while building professional networks across the firm.

Qualifications

• High school degree required.
• Pursuing a degree with a concentration in Finance, Mathematics, Economics, Business, or Computer Science is desirable.
• Prior internship experience in the financial industry, including wealth management or asset management a plus.

Responsibilities

• Collaborate with team members to perform due diligence and analysis on a range of investment opportunities across public and private market strategies.
• Assist in the quantitative analysis of investment strategies, including performance attribution, risk analysis, and portfolio characteristics analysis.
• Support the qualitative analysis of investment strategies, including the assessment of portfolio management teams, uniqueness and repeatability of an investment approach, and organizational structure of an asset manager.
• Help draft outward facing materials such as fund snapshots and other SharePoint materials highlighting covered investment strategies.
• Work on initiatives to help scale operations such as automation of workflow.
• Research various industries/asset classes/opportunities that may represent potential opportunities.

Skills

Analytical

Self-starter

Strong communication

Team player

Education

High school degree

Finance/Economics/Business/CS student

Tools

Excel

Job description

Rockefeller Capital Management’s Summer Analyst Program offers a ten-week internship designed to immerse students in the day-to-day activities of our investment due diligence team, with mentorship and targeted training.

Participants gain hands-on exposure to quantitative and qualitative analysis of public and private opportunities, supporting materials, and workflow automation while building professional networks across the firm.