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Investment Summer Analyst Jobs (NOW HIRING)

AQR

2027 Research Summer Analyst

Greenwich, CT

AQR Capital Management AQR is a global investment firm built at the intersection of financial ... Our Summer Analysts experience life as a Researcher, which may include studying financial markets ...

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Investment Summer Analyst information

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$35K

$85.8K

$133K

How much do investment summer analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for investment summer analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What is an investment summer analyst?

An Investment Summer Analyst is a temporary, typically undergraduate-level intern who works at an investment bank, asset management firm, or similar financial institution during the summer. Their main responsibilities include conducting financial analysis, creating presentations, researching companies and industries, and supporting senior analysts and associates on live deals and projects. The position offers hands-on exposure to the finance industry and often serves as a pipeline to full-time analyst roles after graduation.

What types of projects and responsibilities can an investment summer analyst expect during their internship?

As an Investment Summer Analyst, you can expect to work on a variety of projects such as financial modeling, company and industry research, preparing pitch books, and supporting deal execution. You'll typically collaborate closely with senior analysts and associates, gaining hands-on exposure to real transactions and client meetings. The fast-paced environment often requires juggling multiple tasks and meeting tight deadlines, but you'll receive mentorship and feedback that are invaluable for career growth. This role is an excellent opportunity to develop technical skills, build your professional network, and gain insight into the investment banking industry.

What are the key skills and qualifications needed to thrive as an investment summer analyst, and why are they important?

To thrive as an Investment Summer Analyst, you need strong analytical skills, financial modeling abilities, and a solid understanding of economics or finance, often supported by progress toward a relevant degree. Familiarity with tools such as Excel, Bloomberg Terminal, and financial databases, as well as knowledge of valuation techniques, is typically expected. Attention to detail, effective communication, and the ability to work collaboratively in high-pressure environments are standout soft skills. These capabilities are critical for producing accurate analyses, making informed recommendations, and contributing effectively to deal teams in a fast-paced financial setting.

What is the difference between Investment Summer Analyst vs Investment Banking Analyst?

AspectInvestment Summer AnalystInvestment Banking Analyst
DurationTypically 8-12 weeks during summerFull-time, usually 2+ years
ResponsibilitiesSupporting deal teams, financial modeling, researchExecuting transactions, client presentations, detailed financial analysis
CredentialsUndergraduate or MBA students, relevant courseworkUndergraduate degree, often pursuing finance or related fields
Work EnvironmentIntensive, team-based, internship settingFast-paced, high-pressure, full-time role

While both roles involve financial analysis and deal support, Investment Summer Analysts are interns gaining exposure during summer programs, whereas Investment Banking Analysts are full-time employees responsible for executing transactions and client work.

How much does an investment summer analyst make?

An investment summer analyst typically earns between $20,000 and $40,000 for the summer internship period, with compensation often including a base stipend and sometimes bonuses. Pay varies by firm, location, and candidate experience, and internships usually last 8 to 12 weeks, providing valuable industry exposure and networking opportunities.
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Investment Summer Analyst jobs near you
Infographic showing various Investment Summer Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 24% Full Time, 66% Part Time, 1% Temporary, and 8% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Summer Analyst - Capital Markets

Rockefeller Capital Management

Manhattan, NY • On-site

$38/hr

Full-time

Re-posted 15 days ago

Job description

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 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
Position
Program Overview
Rockefeller 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 Criteria
To be eligible for consideration, students must be projected 2028 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.
POSITION
Rockefeller Capital Management's Capital Markets team is looking for a Summer Analyst to support their business unit this summer. The Summer Analyst will learn about the suite of products offered on our Rockefeller Global Family Office platform, which provides access to best-in-class managers and strategies, including capital markets products, structured products and solutions, and alternative investments.
Responsibilities
  • Collaborate with the Investment Solutions teams in performing diligence and analysis on a range of investment opportunities in the private and public markets
  • Assist the team in providing advisory practice management and new issue opportunities through platform, program, and process support to private wealth advisors
  • Provide support on inbound inquiries and questions that require immediate attention
  • Work with senior investment professionals and client advisors on special projects (such as investment memos, performance review/analysis, automation projects that require programming skills)
  • Attend meetings and provide support with preparation of internal/external presentations
  • Research various industries/asset classes/opportunities that may represent potential opportunities
  • Participate in quantitative/qualitative analyses of investments on the platform, including structured products

Qualifications
  • High school degree required
  • Pursuing a degree with a concentration in Finance, Mathematics, Economics, Business, or Computer Science is desirable
  • Prior internship experience in the financial industry, including wealth management or asset management a plus

Skills
  • Basic understanding of investments, portfolio reporting and related terminology
  • Highly analytical and proficient in Microsoft Office with emphasis on Excel; ability to use Excel to organize, analyze, present and report on client information; Word, Access and PowerPoint a plus
  • A self-starter, who works well independently and as a part of a team
  • Entrepreneurial and proactive mindset
  • Ability to multi-task and be able to reassess priorities as situations arise
  • Detail-oriented and attentive to accuracy and deadlines
  • Excellent interpersonal skills with a can-do attitude
  • Strong organizational and problem-solving skills
  • Ability to exercise discretion with confidential matters
  • Strong communication skills, both written and verbal
  • {Programming experience a plus (e.g. C/C++/Java/Python)
  • Ability to use Artificial Intelligence to streamline and automate

Compensation Range
The anticipated hourly rate for this role is $38.00/hour. Salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of this rate. 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.

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