Summer Analyst - US Sales (Asset Management)

Rockefeller Capital Management

Oct 3, 2023

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

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.

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New York