Summer Analyst - Practice Management & Growth

Rockefeller Capital Management; Hamilton (NJ); On-site; USD 41,328 - 55,104; Full time

Job summary

Rockefeller Capital Management offers a ten-week Summer Analyst internship designed to immerse students in wealth management and advisor team operations. Analysts will gain hands-on experience by supporting cross-functional initiatives, preparing analyses, and building tools and dashboards.

Eligibility requires projected 2028 graduation and good standing. Candidates should have strong analytical skills, advanced Excel/PowerPoint proficiency, and excellent written and verbal communication to

Qualifications

• Pursuing a bachelor’s degree in business, finance, economics, data analytics, management, operations, communications, or a related field.
• Strong analytical skills with the ability to organize data, identify themes, summarize findings, and translate information into actionable insights.
• Advanced proficiency in Microsoft Excel and PowerPoint; comfort building structured trackers, tables, charts, summaries, and presentation-ready materials.
• Strong written and verbal communication skills with the ability to produce clear, concise, professional materials for business audiences.

Responsibilities

• Execution Support & Project Coordination: Support the practice management initiatives by maintaining project plans, trackers, timelines, action logs, meeting notes, and follow-up items; help ensure workstreams remain organized and moving forward.
• Data Gathering & Analysis: Assist in collecting, organizing, and summarizing business inputs and support data related to advisor teams, business planning, team structure, growth opportunities, operational processes, and engagement activities.
• Tools, Trackers & Reporting: Create and maintain Excel-based tools, dashboards, templates, and reporting materials that help the Practice Management Team assess needs, monitor progress, identify themes, and support decision-making.
• Business Planning Support: Assist with preparation for advisor business planning sessions, team assessments, strategy workshops, and follow-up execution by organizing pre-read materials, data summaries, agendas, outputs, and next-step documentation.
• Cross-Functional Coordination: Partner with internal stakeholders across practice management, regional teams, business technology, operations, and other firm resources to gather information and support coordinated execution.
• Process Improvement: Identify opportunities to simplify processes, improve consistency, strengthen documentation, and convert recurring work into reusable templates, checklists, or standard operating tools.

Job description

Rockefeller Capital Management offers a ten-week Summer Analyst internship designed to immerse students in wealth management and advisor team operations. Analysts will gain hands-on experience by supporting cross-functional initiatives, preparing analyses, and building tools and dashboards.

Eligibility requires projected 2028 graduation and good standing. Candidates should have strong analytical skills, advanced Excel/PowerPoint proficiency, and excellent written and verbal communication to