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Summer Analyst - Operations (Asset Management)

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Rockefeller Capital Management

Oct 3, 2023

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • New York

Requirements

  • High school degree required.
  • Pursuing a degree with a concentration in Finance, Economics, or Business is desirable.
  • Prior internship experience in asset management or investment operations experience a plus.
  • Ability to take ownership and support of the delivery of strategic initiatives.
  • Consistently attentive to accuracy, details and timeliness.
  • Exceptional organizational skills to simultaneously track deliverables across multiple channels.
  • Ability to effectively manage in situations of uncertainty and ambiguity.
  • Experience collaborating with strategic partnerships
  • Strategic thinker, passionate about identifying opportunities and driving change
  • A creative and analytical thinker with an execution mindset
  • Intellectually curious, high energy, driven, ambitious, commercial
  • Adaptable, comfortable in ambiguity
  • Outstanding communication (written and verbal); exceptional interpersonal abilities, team player, works well across divisions
  • Solid understanding of data analysis and performance/operation metrics
  • Self-starter with the drive to self-direct independently and follow through on projects from start to finish
  • Exceptional ability to multitask with a strong sense of urgency and prioritize competing deadlines

Responsibilities

  • Assisting the Operations team, who is the single point of contact regarding, and has primary operational ownership of:
  • Trade lifecycle – capture, settlement and maintenance
  • Cash forecasting (domestic and foreign)
  • Asset Servicing- corporate actions (voluntary and mandatory events)
  • Subscription and redemption processing
  • Maintain foreign sub custodian account base. Work with compliance to ensure market restrictions are in place.
  • Work with trading desk, compliance, and legal team to open new broker relationships.
  • Handle all requests for trade tickets for audit.
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Rockefeller Capital Management

Finance
Industry
1001-5000
Employees
2018
Founded Year

Mission & Purpose

Rockefeller Capital Management is a leading independent, privately-owned financial advisory firm – wealth management, asset management, and strategic advisory services – for ultra- and high-net-worth individuals, families, businesses, and institutions. We offer an elevated experience based on traditional Rockefeller family office values to help clients achieve their long-term goals. Formed in 2018, the firm is rapidly extending its historic brand across contemporary markets in the United States and abroad. Our growing team of talented advisors and other financial professionals serve discerning clients who view wealth not as a prize but as potential. We bring them the finest in personalized advice, intellectual content, curated service, and state-of-the-art technology. In our pantheon of values, we place these first: clients, colleagues, excellence, integrity, and community. Around the world, the Rockefeller name is synonymous with trust, an advantage we deeply treasure. The firm is responsible for approximately $90 billion in client assets, as of June 30, 2022. As of August 31, 2022, we have 1010 total employees in 41 locations across the United States and London.