Position

Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Analyst to join the Investment Banking team. As part of the team, the Analyst will have the opportunity to work on a variety of assignments, including sell-side and buy-side M&A transactions; divestitures and spin-off engagements; capital-raising (debt and equity); special committee engagements; direct investments and co-investments; and, more broadly, evaluation of strategic alternatives.

Responsibilities

The Analyst will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Analyst with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.

Analyst work will include:

• Performing financial analysis and modeling, utilizing various valuation techniques
• Drafting materials for client meetings
• Preparing memoranda for internal and external use
• Conducting financial and other business-related research
• Coordinating complex and often time-sensitive processes
• Engaging in client-facing situations
• Assisting in the execution of transactions
• Participating in talent development efforts, including recruiting and training

 

Qualifications

• 1-3 years of experience as an investment banking Analyst, preferred
• Bachelor’s degree in finance, accounting, or a related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint, and financial databases

Skills

• Excellent verbal and written communication skills
• Strong grasp of corporate finance and financial accounting
• High attention to detail and commitment to deliver high-quality work product consistently
• Ability to work accurately under pressure to meet competing deadlines
• Excellent time-management skills
• Ability to work well independently and as part of a team
• Assertiveness, initiative, strong work ethic, team focus
• Proven track record of results
• Experience with valuation, modeling, and forecasting
• Strong analytical and quantitative skills
• Creative, resourceful problem solver
• Persuasive and goal-oriented
• Professional and personable demeanor
• Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
• Proficiency using AI tools (e.g., Microsoft Copilot) to work efficiently

Compensation Range

The anticipated base salary range for this role is $105,000 to $110,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings. ​