Experienced Investment Banking Analyst

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees approximately $85 billion in client assets. Headquartered in New York City, the firm has over thirty offices across the United States.

Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 139-year history of excellence in global family office and investment management of the Rockefeller family.

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

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 financial modeling, utilizing various valuation techniques
• Drafting of materials for client meetings
• Preparation of memoranda for internal and external use
• Conducting financial and other business-related research
• Coordinating complex and often time-sensitive processes
• Active involvement in client-facing situations
• Assistance in the execution of transactions
• Participation in talent development efforts, including recruiting and training

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

• Excellent verbal and written communication skills
• High attention to detail and commitment to deliver high quality work product consistently
• Strong analytical and valuation skills
• Able to work accurately under stress and 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
• Demonstrated and proven results
• Experience with valuation, modeling and forecasting
• Strong analytical and quantitative skills
• Creative problem solver who thrives when presented with a challenge
• Persuasive and goal-oriented
• Possesses a professional and friendly demeanor
• Extremely reliable character with a demonstrated ability to handle sensitive information with discretion
• Strong Microsoft Office skills, Word, PowerPoint, Outlook, and Excel

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.