Summer Analyst: Practice Management & Growth

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

Job summary

Rockefeller Capital Management offers a ten-week Summer Analyst Program (June–August) designed to immerse students in wealth management and advisory services, with hands-on exposure to advisor teams, data gathering, and business planning.

Analysts will work with mentors, receive intensive training, and develop Excel-based dashboards, trackers, and presentation materials to support decision-making. The program emphasizes professional development and networking across the firm.

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.

Skills

Analytical skills

Communication

Data analysis

Education

Bachelor's degree in business, finance, economics, data analytics, management, operations, communications, or a related field

Tools

Excel

PowerPoint

Job description

Rockefeller Capital Management offers a ten-week Summer Analyst Program (June–August) designed to immerse students in wealth management and advisory services, with hands-on exposure to advisor teams, data gathering, and business planning.

Analysts will work with mentors, receive intensive training, and develop Excel-based dashboards, trackers, and presentation materials to support decision-making. The program emphasizes professional development and networking across the firm.