Investment Banking Analyst

About Rockefeller Capital Management

Founded in 2018 as a premier independent financial advisory firm, Rockefeller Capital Management traces its origins back to the 1882 establishment of John D. Rockefeller's family office. The firm now provides strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations across 33 U.S. markets and an office in London. As of June 30, 2026, Rockefeller Capital Management manages $224 billion in client assets.

Position Overview

Rockefeller Capital Management is actively seeking an enthusiastic and accomplished Investment Banking Analyst to join its Investment Banking division. This position offers exposure to a spectrum of transactions, such as sell-side and buy-side mergers and acquisitions, divestitures, spin-offs, capital raising through debt and equity, special committee engagements, direct and co-investments, and evaluating strategic alternatives.

Responsibilities

• Conduct financial analyses and build models using diverse valuation methodologies.
• Prepare presentation materials for client discussions.
• Draft memorandum for both internal and external stakeholders.
• Carry out financial and business-related research tasks.
• Manage complex, time-sensitive workflows efficiently.
• Participate directly in client-facing engagements.
• Support transaction execution processes.
• Contribute to talent development through recruiting and training initiatives.

Qualifications and Skills

• One to three years’ experience as an Investment Banking Analyst is preferred.
• Bachelor’s degree in finance, accounting, or a comparable discipline.
• Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, and financial data platforms.
• Outstanding verbal and written communication skills.
• Solid understanding of corporate finance and financial accounting principles.
• Exceptional attention to detail and consistent delivery of high-quality work.
• Ability to meet tight deadlines with precision under pressure.
• Strong time management capabilities and adaptability to work independently or collaboratively.
• Initiative, assertiveness, strong work ethic, and a results-driven mindset.
• Experience with financial valuation, modeling, and forecasting techniques.
• Analytical and quantitative problem-solving skills with creativity and resourcefulness.
• Professional demeanor combined with the ability to manage sensitive information discreetly.
• Competence in utilizing AI tools, such as Microsoft Copilot, to enhance efficiency.

Compensation and Benefits

The role offers an estimated base salary ranging from $105,000 to $110,000, varying based on qualifications, skills, and experience. Additionally, this position may qualify for a discretionary bonus. Rockefeller Capital Management provides a comprehensive benefits package encompassing health insurance, vacation and paid leave, retirement plans, among other perks.

Equal Opportunity and Compliance

Rockefeller & Co. LLC and its subsidiaries uphold equal employment opportunities without regard to race, religion, gender identity, sexual orientation, national origin, age, disability, veteran or military status, marital status, caregiver status, or any other legally protected characteristic. The firm participates in the E-Verify program where mandated by law.