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Summer Analyst - US Sales (Asset Management)

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Sales & Business Development
    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.
  • Experience and working knowledge of asset management
  • Strong analytical and technical skills
  • Strong oral and written communication skills
  • Heightened sense of quality control and attention to detail
  • Ability to work independently (self-starter) and as part of a team
  • Ability to anticipate and manage multiple tasks
  • Possesses impressive organizational skills, prioritizes, and uses time efficiently
  • Flexibility to potentially travel on occasion to attend client meetings/conferences to support the sales team
  • Expertise in Microsoft Excel, Word, and Power Point
  • Working knowledge of Microsoft Dynamics365 (or equivalent CRM), Bloomberg, eVestment, & Morningstar is a plus

Responsibilities

  • Support sales and client service efforts across prospects, consultants, and clients, including data inquiries, information requests, meeting coordination and preparation for RAM’s U.S.-based clients
  • Help research and identify potential prospects via online databases and other capital introduction resources
  • Help prepare prospect or client briefs (or relationship summaries) in advance of meetings. Post meeting, assist with follow up items and document meeting activities.
  • Interface with investment team members, performance/portfolio analytics and trading colleagues to help organize meetings, coordinate presentation material/content and respond to inquiries from external constituents
  • Help support Head of team with management reporting, including sales pipeline and sales statistics
  • Assist with competitive analysis on investment products, strategies and trends in the marketplace
  • Develop familiarity with Rockefeller Asset Management history, organizational structure and related subjects, including ability to articulate our investment process, portfolio structures and characteristics

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.