CPT Banking Manager Jobs
Banking Manager CPT roles put you in charge of branch operations, team oversight, and client portfolios while your DSO authorizes the placement as a direct extension of your finance or business curriculum. To qualify, your program must require this work experience and your I-20 must reflect the CPT authorization before your start date.
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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 Manager CPT: Frequently Asked Questions
Does a Banking Manager role qualify for CPT?
Yes, if your academic program in finance, business administration, or a related field requires practical training and your school can tie the role's duties directly to your curriculum. Your DSO makes the final determination. A Banking Manager position covering team leadership, credit analysis, and portfolio oversight typically maps cleanly to upper-division business coursework.
Can I work full-time as a Banking Manager on CPT?
Full-time CPT, meaning 20 or more hours per week, is allowed but carries a consequence you need to plan for. One year or more of full-time CPT eliminates your OPT eligibility entirely. If you intend to use OPT after graduation, keep CPT part-time or limit full-time CPT to less than 12 cumulative months across your program.
How do I find Banking Manager positions that accept CPT students?
Search Banking Manager roles on Migrate Mate, where you can filter by employers with LCA filing history. Those employers have already navigated work authorization documentation for international employees, which makes the CPT onboarding conversation easier. You can also ask bank HR teams directly whether they've previously onboarded F-1 students on CPT.
What documents does my employer need to verify my CPT authorization?
Your employer needs your valid F-1 visa, your I-20 with the CPT authorization section completed and signed by your DSO, and your passport. The authorized employer name, start date, and job description on your I-20 must match what's in your offer letter exactly. Any mismatch can create I-9 completion problems on day one.
Does completing a Banking Manager CPT role improve my H-1B sponsorship prospects later?
Documented CPT experience in a Banking Manager role strengthens your H-1B visa case by establishing a clear record of specialty occupation employment. When a future employer files a Labor Condition Application with DOL, your CPT employer history supports the argument that your degree is directly related to the role's duties, which is central to the specialty occupation determination.