Rockefeller Financial
Summer Analyst - Fixed Income
Rockefeller Financial, New York, New York, us, 10261
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 $133 billion in client assets as of March 31, 2024.Position:Program OverviewRockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.
Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.
Key highlights of the program include:Mentorship program to support learning and development.Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.Intensive training on our business model and how employees of the firm contribute to achieving our goals.Frequent connectivity with other Summer Analysts and our program team.Round table discussions on current events with macro and micro relevance to our business.Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.Eligibility and Selection CriteriaTo be eligible for consideration, students must be projected 2026 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.PositionRockefeller Capital Managements Fixed Income Team within the Asset Management Business is seeking a Summer Analyst to support their team. The candidate will assist the Director of Fixed Income and broader Fixed Income team across a variety of functions. The candidate will have the opportunity to learn more about Rockefellers approach to fixed income portfolio management. The candidate will participate in daily and weekly discussions on macro factors impacting markets, culture and expertise in research, due diligence, data review, and market research across fixed income sectors.
The candidate also will have an opportunity to partner with individuals from other areas of the firm, including Wealth Advisory and Middle Office teams.Responsibilities:Gain an understanding of Fixed Income Sales, Trading and Research effortsAssist in preparing various reports including performance dispersion, broker usage analysis, and compliance reportsAnalyze market conditions across a variety of factors including issuance trends, liquidity trends, relative value opportunities, etcPerform ad hoc projects such as market, sector, security research and/or client portfolio analysisQualifications:
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.Skills:
Ability to work well independently and as a part of a teamAbility to multi-task and be able to reassess priorities as situations ariseDetail-oriented and attention to accuracy and meeting deadlinesExcellent interpersonal skillsAbility to exercise discretion with confidential mattersStrong communication skills, both written and verbalAbility to express ideas clearly and concisely
Compensation Range:The anticipated hourly rate for this role is $38/hour. Hourly rate for the role will depend on several factors, including a candidates 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.
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 $133 billion in client assets as of March 31, 2024.Position:Program OverviewRockefeller Capital Management offers a distinctive Summer Analyst Program experience as a premier independent financial advisory firm. Our diversified businesses, boutique size, and entrepreneurial culture shape a dynamic, personalized experience for our Analysts.
Our Summer Analyst program is a ten-week (June-August) internship program designed to provide an opportunity to experience the culture and atmosphere of Rockefeller Capital Management. Summer Analysts will be fully immersed in the day-to-day activities of the business providing opportunities to learn, grow, and excel.
Key highlights of the program include:Mentorship program to support learning and development.Weekly speaker series to promote a deep understanding of the firm, our culture and share personal perspectives from employees.Intensive training on our business model and how employees of the firm contribute to achieving our goals.Frequent connectivity with other Summer Analysts and our program team.Round table discussions on current events with macro and micro relevance to our business.Opportunities to exchange ideas and network with peers, mentors, and senior leaders throughout the firm.Eligibility and Selection CriteriaTo be eligible for consideration, students must be projected 2026 graduates and in good standing at the school. Analysts should have an interest in the financial services industry and be eager to learn and make an impact.PositionRockefeller Capital Managements Fixed Income Team within the Asset Management Business is seeking a Summer Analyst to support their team. The candidate will assist the Director of Fixed Income and broader Fixed Income team across a variety of functions. The candidate will have the opportunity to learn more about Rockefellers approach to fixed income portfolio management. The candidate will participate in daily and weekly discussions on macro factors impacting markets, culture and expertise in research, due diligence, data review, and market research across fixed income sectors.
The candidate also will have an opportunity to partner with individuals from other areas of the firm, including Wealth Advisory and Middle Office teams.Responsibilities:Gain an understanding of Fixed Income Sales, Trading and Research effortsAssist in preparing various reports including performance dispersion, broker usage analysis, and compliance reportsAnalyze market conditions across a variety of factors including issuance trends, liquidity trends, relative value opportunities, etcPerform ad hoc projects such as market, sector, security research and/or client portfolio analysisQualifications:
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.Skills:
Ability to work well independently and as a part of a teamAbility to multi-task and be able to reassess priorities as situations ariseDetail-oriented and attention to accuracy and meeting deadlinesExcellent interpersonal skillsAbility to exercise discretion with confidential mattersStrong communication skills, both written and verbalAbility to express ideas clearly and concisely
Compensation Range:The anticipated hourly rate for this role is $38/hour. Hourly rate for the role will depend on several factors, including a candidates 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.