CPT Investment Banking Jobs
Investment banking CPT roles, analyst and associate positions at banks, boutiques, and financial advisory firms, require your school to authorize work as an integral part of your curriculum before your start date. Your DSO must issue CPT authorization on your I-20, and the work must directly tie to your enrolled degree program, whether finance, economics, or a related field.
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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 JobsInvestment Banking CPT: Frequently Asked Questions
Does investment banking CPT work count as full-time or part-time?
Investment banking analyst roles almost always involve full-time hours, which means your CPT authorization must be designated as full-time on your I-20. Full-time CPT is fine for a single internship, but if you accumulate 12 or more months of full-time CPT across your entire F-1 program, you lose OPT eligibility entirely. Part-time CPT, under 20 hours per week, doesn't carry that risk.
Can I do CPT at a boutique investment bank or only at large institutions?
CPT authorization isn't restricted by employer size. Boutique banks, middle-market firms, and independent financial advisory shops all qualify as long as the work is integral to your curriculum and your DSO approves it. Smaller firms may be less familiar with F-1 employment paperwork, so bring your I-20 CPT authorization page and explain the employer's obligations clearly before your start date.
What documents does an investment bank need to hire me on CPT?
Your employer needs your I-20 with CPT authorization for the specific employer and dates, your I-94 showing valid F-1 status, and your passport. They'll use these to complete Form I-9 employment verification. The CPT authorization on your I-20 serves as your work authorization document, there's no separate EAD card for CPT. Confirm the exact start date on your I-20 matches your employment agreement.
How do I find investment banking employers who are familiar with CPT hiring?
Migrate Mate lists investment banking roles from employers with documented work authorization filing history, which signals familiarity with F-1 employment. Banks that have sponsored H-1B visa or OPT workers before typically have HR processes in place for CPT documentation. Targeting those firms reduces friction during onboarding and avoids educating an employer's legal team from scratch.
Does CPT in investment banking help or hurt my future H-1B chances?
CPT itself has no direct effect on H-1B eligibility. What matters is whether you preserve OPT by keeping full-time CPT under 12 cumulative months, since OPT is typically your bridge to H-1B sponsorship. Investment banking is a qualifying specialty occupation for H-1B purposes, and banks in the sector have strong track records of sponsoring analysts after OPT. The risk isn't CPT itself but losing OPT through overuse.