Summer Analyst - Philanthropy

Rockefeller Capital Management Summer Analyst Program

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's Philanthropy team within the Family Office business is seeking a Summer Analyst who will work directly with representatives from this team. In this role, the Summer Analyst will support the Philanthropy team acting as a trusted advisor to our family, business owner, and individual clients through philanthropic advisory, foundation administration, and donor advised funds. The team focuses on consulting, planning, and strategic implementation services for high net worth, ultra-high net worth individuals, families, estates and trusts. The Summer Analyst will gain exposure in all of these areas.

Responsibilities

• Assist in preparing materials for client meetings, including charitable planning summaries and giving history
• Help to conduct research on philanthropic trends and nonprofit organizations
• Support thought leadership initiatives by assisting with researching and writing white papers on various topics related to philanthropy

Qualifications

• High school degree required
• Pursuing a degree with a concentration in Finance, Business, Philanthropy or Nonprofit Management is desirable
• Prior internship experience in nonprofit, wealth management, or a family office setting a plus

Skills

• Highly proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present, and report on client information; Word, Access, and PowerPoint a plus
• Ability to work well independently and as a part of a team
• Ability to multi-task and be able to reassess priorities as situations arise
• Highly analytical, detail-oriented with attention to accuracy and meeting deadlines
• Excellent interpersonal skills
• Ability to exercise discretion with confidential matters
• Strong communication skills, both written and verbal
• Ability to express ideas clearly and concisely

Compensation Range

The anticipated hourly rate for this role is $32/hour. Salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of this rate. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.