CPT Banking Jobs
Banking CPT jobs place F-1 students in roles like credit analysis, financial modeling, and commercial lending where the work must directly fulfill a curricular requirement your DSO certifies. Most positions run 10–12 weeks as full-time summer internships, though part-time cooperative education arrangements with semester-long placements are common at larger banks.
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Get Access To All JobsABOUT 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:
* A mentorship program to support learning and development
* A 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 throughout the firm 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 in their sophomore year and in good standing at their school. Prospective Summer Analysts should have an interest in the financial services industry and be eager to learn and make an impact.
Responsibilities:
* 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
QUALIFICATIONS
* High school degree required
* Pursuing a bachelor's degree in finance, accounting, or related field
* Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases
SKILLS:
* Excellent verbal and written communication skills
* High attention to detail and commitment to delivering high quality work product consistently
* The ability to work accurately under pressure to meet competing deadlines
* Excellent time management skills
* The ability to work well independently as well as part of a team
* Assertiveness, initiative, strong work ethic, and a team-oriented mindset
* A proven track record of delivering strong, measurable results
* Experience with valuation, modeling, and forecasting
* Strong analytical and quantitative skills
* Creative problem-solving skills and the ability to thrive when presented with challenges
* Persuasive communication skills and a goal-oriented approach
* A professional and friendly demeanor
* Exceptional reliability and the demonstrated ability to handle sensitive information with discretion
COMPENSATION RANGE:
The anticipated hourly rate for this role is $48/hour. Hourly rate 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.
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.
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:
* A mentorship program to support learning and development
* A 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 throughout the firm 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 in their sophomore year and in good standing at their school. Prospective Summer Analysts should have an interest in the financial services industry and be eager to learn and make an impact.
Responsibilities:
* 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
QUALIFICATIONS
* High school degree required
* Pursuing a bachelor's degree in finance, accounting, or related field
* Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases
SKILLS:
* Excellent verbal and written communication skills
* High attention to detail and commitment to delivering high quality work product consistently
* The ability to work accurately under pressure to meet competing deadlines
* Excellent time management skills
* The ability to work well independently as well as part of a team
* Assertiveness, initiative, strong work ethic, and a team-oriented mindset
* A proven track record of delivering strong, measurable results
* Experience with valuation, modeling, and forecasting
* Strong analytical and quantitative skills
* Creative problem-solving skills and the ability to thrive when presented with challenges
* Persuasive communication skills and a goal-oriented approach
* A professional and friendly demeanor
* Exceptional reliability and the demonstrated ability to handle sensitive information with discretion
COMPENSATION RANGE:
The anticipated hourly rate for this role is $48/hour. Hourly rate 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.
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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Get Access To All JobsBanking CPT: Frequently Asked Questions
Which banking roles qualify for CPT authorization?
CPT is available for roles where the work is an integral part of your established curriculum. In banking, this includes financial analyst internships, credit risk associate roles, treasury operations positions, and investment banking summer programs, provided your DSO can connect the duties to a specific enrolled course or academic program requirement.
Can I do CPT at a bank while taking a reduced course load?
Full-time CPT authorization requires you to remain enrolled, but your university determines the minimum credit hours. Some schools allow full-time CPT students to carry a reduced load if the internship itself counts for academic credit. Confirm the enrollment floor with your DSO before dropping any courses, since falling below it jeopardizes your F-1 status.
How do I find banking employers experienced with CPT students?
Use Migrate Mate to browse banking roles filtered by employers with F-1 work authorization history. Targeting firms already familiar with CPT reduces friction during onboarding, since their HR and compliance teams know how to process your I-20 authorization without requiring lengthy internal approvals or legal review.
Does full-time CPT at a bank affect my OPT eligibility?
Yes. Twelve months or more of full-time CPT, defined as 20 or more hours per week, eliminates your OPT eligibility entirely. Many summer banking internships run 10 to 12 weeks and don't reach that threshold, but co-op arrangements spanning a full academic year require careful tracking. Verify your cumulative full-time CPT hours with your DSO before accepting any multi-semester offer.
What documents does a bank's HR team need to authorize my CPT start date?
HR will need your updated I-20 with the CPT authorization endorsed on page two, your current visa stamp, your I-94 record showing valid F-1 admission, and your offer letter. Some banks also request a letter from your DSO confirming the academic connection. Have these documents ready before your first day, as E-Verify requires I-9 completion within three business days of starting.