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:

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

Compensation Range:
The anticipated hourly rate for this role is $32.00/hour. Hourly rate for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. 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

• 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