Summer Analyst 2027
Boost your chances before you apply.
Rockbridge Holdings
Columbus, OH, US
Summary
The Summer Analyst will perform financial analyses to support investment transactions, hotel operations, and risk management. They will also assist in due diligence, prepare investment committee packages, and monitor capital expenditure projects.
Job Description
Position: Summer Analyst 2027
Position Overview:
The Summer Analyst will perform various financial analyses to support Rockbridge’s team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement.
Key Responsibilities:
- Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge’s investments.
- Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge’s investments may be influenced by distinct market dynamics.
- Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments.
- Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages.
- Support and collaborate with Rockbridge’s Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams.
- Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports.
- Review and understand various legal document provisions to ensure loan covenant compliance.
- Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms.
Candidate Qualifications:
- Rising junior, senior, or master's candidate.
- Entrepreneurial individuals with a high level of intellectual capacity, curiosity, and integrity.
- Ability to excel in a fast-paced collaborative environment.
- Excellent interpersonal, organizational, and communication skills.
- Strong analytical ability.
- Attention to detail.
- Flexible and adept at multi-tasking in a deadline-sensitive environment.
- Highly motivated for success.
- Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint.
- Good working knowledge of various financial statements
- Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential.
RockBridge Group is committed to strengthening client and advisor relationships through superior advice and tax-efficient solutions for the unique planning needs of families with generational wealth. An M Financial Member Firm, RockBridge is focused on delivering best-in-class analytics, design, and results with transparency, discretion, creativity and an eye to good stewardship.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. RockBridge Group is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Founded
2019
Company size
2-10 employees
Industry
Insurance
Org type
Partnership
Headquarters
Birmingham, Alabama
RockBridge Group is committed to strengthening client and advisor relationships through superior advice and tax-efficient solutions for the unique planning needs of families with generational wealth. An M Financial Member Firm, RockBridge is focused on delivering best-in-class analytics, design, and results with transparency, discretion, creativity and an eye to good stewardship.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. RockBridge Group is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Founded
2019
Company size
2-10 employees
Industry
Insurance
Org type
Partnership
Headquarters
Birmingham, Alabama