Summer Analyst - Business Supervision & Controls

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 30 markets throughout the United States, as well as an office in London. The Firm oversees $151 billion in client assets as of December 31, 2024.

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 2027 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 Capital Management is looking for a Summer Analyst to join our Business Risk, Controls and Supervision team. This is a unique opportunity to gain hands-on experience in a fast-growing, ultra-high-net-worth financial services firm that blends the sophistication of a Broker-Dealer and Investment Advisor.

Responsibilities

• Analyze client and trade data to identify risk trends and control gaps across our Broker-Dealer and Investment Advisor platforms.
• Help build risk dashboards and metrics that support supervisory oversight and business decision-making.
• Contribute to governance processes by preparing agendas, presentations, and project updates.
• Collaborate with teams across the firm to strengthen our risk and control infrastructure.

Qualifications

• Pursuing a degree in Finance, Economics, Business, or a related field.
• Experienced with Microsoft Excel and PowerPoint; bonus if you’ve worked with data visualization tools.
• Curious, analytical, and detail-oriented with a passion for risk management and operational excellence.
• A strong communicator who thrives in both independent and team settings.

Skills

• Strong analytical mindset with attention to detail and accuracy
• Proficiency in Microsoft Excel and PowerPoint; familiarity with data visualization tools is a plus
• Ability to manage multiple priorities and meet deadlines in a dynamic environment
• Excellent written and verbal communication skills
• High level of discretion when handling confidential information
• Team-oriented with a proactive approach to learning and problem-solving
• Passion for understanding and improving business risk and control frameworks