Investment Management CPT Jobs in New York
New York is the center of U.S. investment management, home to firms like BlackRock, Goldman Sachs Asset Management, and Vanguard's institutional offices. F-1 students pursuing CPT can access internship and co-op roles across portfolio analysis, quantitative research, and fund operations, with the highest concentration of opportunities in Manhattan's Midtown and Financial District.
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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:
- 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.
Responsibilities
- Support Salesforce implementation and data integration by logging team, advisor, and client interactions; participate in product launch calls and client events.
- Consolidate Salesforce engagement data into informative reports on trends that shape marketing plans and capital-raising strategy.
- Produce a consolidated performance report for all drawdown funds launched on the platform, organized by asset class.
- Analyze the 3–5 year track record of co-mingled funds to evaluate manager performance by asset class.
- Learn the end-to-end process for launching a new product, including the materials required at launch.
- Partner on one new strategy: create a summary email and education materials for advisors and articulate a concise fund-strategy pitch highlighting key selling points.
- Utilize AI tools to streamline workflows and consolidate team data to support fundraising initiatives.
QUALIFICATIONS
- Pursuing a bachelor’s degree in Finance, Economics, Business, Marketing, or a related field, on track to graduate in 2028.
- Strong academic record and a demonstrated interest in the financial services industry.
- Interest in asset/wealth management, investment distribution, or capital markets.
- Prior internship, coursework, or project experience involving data analysis or financial services is a plus.
- Available for the full ten-week (June–August) program during standard business hours.
SKILLS
- Proficiency with Microsoft Excel, PowerPoint, and Word, and the aptitude to learn new platforms quickly.
- Exposure to (or eagerness to learn) Salesforce CRM — data entry, reporting, and dashboards.
- Strong analytical and quantitative skills; able to turn raw data into clear, decision-ready reports.
- Excellent written and verbal communication; able to draft advisor-facing materials and deliver a crisp fund pitch.
- Highly organized and detail-oriented, with the ability to manage multiple projects concurrently.
- Self-starter who works well independently and collaboratively across a distribution team.
COMPENSATION RANGE
The anticipated hourly rate for this role is $38.00/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:
- 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.
Responsibilities
- Support Salesforce implementation and data integration by logging team, advisor, and client interactions; participate in product launch calls and client events.
- Consolidate Salesforce engagement data into informative reports on trends that shape marketing plans and capital-raising strategy.
- Produce a consolidated performance report for all drawdown funds launched on the platform, organized by asset class.
- Analyze the 3–5 year track record of co-mingled funds to evaluate manager performance by asset class.
- Learn the end-to-end process for launching a new product, including the materials required at launch.
- Partner on one new strategy: create a summary email and education materials for advisors and articulate a concise fund-strategy pitch highlighting key selling points.
- Utilize AI tools to streamline workflows and consolidate team data to support fundraising initiatives.
QUALIFICATIONS
- Pursuing a bachelor’s degree in Finance, Economics, Business, Marketing, or a related field, on track to graduate in 2028.
- Strong academic record and a demonstrated interest in the financial services industry.
- Interest in asset/wealth management, investment distribution, or capital markets.
- Prior internship, coursework, or project experience involving data analysis or financial services is a plus.
- Available for the full ten-week (June–August) program during standard business hours.
SKILLS
- Proficiency with Microsoft Excel, PowerPoint, and Word, and the aptitude to learn new platforms quickly.
- Exposure to (or eagerness to learn) Salesforce CRM — data entry, reporting, and dashboards.
- Strong analytical and quantitative skills; able to turn raw data into clear, decision-ready reports.
- Excellent written and verbal communication; able to draft advisor-facing materials and deliver a crisp fund pitch.
- Highly organized and detail-oriented, with the ability to manage multiple projects concurrently.
- Self-starter who works well independently and collaboratively across a distribution team.
COMPENSATION RANGE
The anticipated hourly rate for this role is $38.00/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.
CPT Investment Management Job Roles in New York
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Search Investment Management Jobs in New YorkInvestment Management CPT Sponsorship Jobs in New York: Frequently Asked Questions
Which investment management companies sponsor F-1 CPT visas in New York?
Major asset managers and investment firms in New York that have historically hosted F-1 CPT interns include BlackRock, JPMorgan Asset Management, Goldman Sachs Asset Management, Morgan Stanley Investment Management, and Fidelity Investments. Smaller hedge funds and boutique asset managers in Manhattan also participate in CPT programs, though their structured internship pipelines vary. CPT eligibility depends on your school's authorization, not the employer's sponsorship in the traditional sense.
Which cities in New York have the most investment management F-1 CPT sponsorship jobs?
Manhattan accounts for the overwhelming majority of investment management CPT roles in New York, particularly in Midtown (around Park Avenue and Sixth Avenue) and the Financial District near Wall Street. White Plains and Greenwich-adjacent firms in Westchester County offer a smaller number of positions at hedge funds and private equity offices. Albany and Buffalo have minimal investment management presence relevant to CPT candidates.
What types of investment management roles typically qualify for F-1 CPT sponsorship?
Roles that align with finance, economics, mathematics, or data science degree programs are the most common fit for CPT authorization. These include portfolio analysis intern, quantitative research associate, risk management analyst, investment operations intern, and fixed income research intern. The role must directly relate to your enrolled program of study, and your Designated School Official must authorize CPT before you begin work.
How do I find investment management F-1 CPT sponsorship jobs in New York?
Migrate Mate is built specifically for international students and filters jobs by visa type, including F-1 CPT, and by industry, so you can search investment management roles in New York without sifting through positions that don't support CPT candidates. Beyond the job board, check your university's career center for firm partnerships, and attend finance-focused recruiting events at Columbia, NYU Stern, and Cornell, which maintain strong ties to New York investment management firms.
Are there state-specific or industry-specific considerations for F-1 CPT in New York investment management?
New York's investment management sector recruits heavily on structured academic-year and summer cycles, so CPT timing must align with your school's authorization periods. Some firms require CPT to begin before an offer is extended, creating a sequencing consideration between your DSO authorization and the employer's onboarding timeline. New York State does not impose additional requirements beyond federal CPT rules, but large financial firms often have compliance-driven background check processes that can affect start dates.