Summer Analyst, Tech & Operations | AI-Driven Finance

Rockefeller Capital Management; New York (NY); On-site; USD 48,216 - 68,880; Full time

Job summary

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 designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management.

Qualifications

• Pursuing a degree in Business Administration, Finance, or a related field.
• Interest in computer science or information technology, with relevant exposure preferred.
• Experience leading or contributing effectively within collaborative teams.
• Ability to break complex objectives into prioritized tasks aligned to an overall delivery plan.

Responsibilities

• Partner with business stakeholders to understand current and future business processes and procedures.
• Translate business processes into detailed business, system, and operational requirements.
• Collaborate with the UX team to design intuitive, efficient screens for end users.
• Coordinate project meetings with internal and external stakeholders to define action plans and delivery milestones.
• Develop user stories and participate in grooming sessions to refine feature requirements and designs with developers.
• Use AI tools to support day-to-day work, including requirements for documentation, UX design, application development, and testing.

Skills

Tech writing

Facilitation

Communication

Ambiguity tolerance

Problem solving

Project management

Financial services knowledge

AI tools familiarity

Team collaboration

Education

Pursuing degree in Business Administration, Finance, or related field

Interest in CS/IT with exposure

Experience leading or contributing within collaborative teams

Tools

Jira

Job description

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 designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management.