Investment Banking Associate

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 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

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

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

This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.

Associate 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
• Deal execution logistics
• Participation in talent development efforts, including recruiting and training

• 3+ years of experience as an investment banking Analyst or Associate
• Bachelor’s degree in finance, accounting, or related field
• Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (Fact Set, Pitch Book, Refinitiv)

• 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
• Strong analytical and quantitative 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
• 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

The anticipated base salary range for this role is $175,000 to $200,000. 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  to learn more about additional opportunities and benefits offerings.

Rockefeller & Co. LLC,…