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Type of Role: InvestmentsOperations

Experience Level: VP/Principal/Director

Location: New York City, New York

Salary: $130K - $165K

Bessemer Trust is a private, independent multi-family office that oversees more than $140 billion for over 2,500 families, foundations and endowments. Founded in 1907, the firm has its headquarters in New York City, with 19 regional offices elsewhere in the world.

Bessemer Trust is seeking a talented Investment Due Diligence Analyst to join the Hedge Fund Team. The ideal candidate will have excellent hedge fund manager research experience, robust analytical abilities, effective written and verbal skills, and a collaborative nature. This candidate will report into the Head of Hedge Funds.

Role Description

  • Perform industry research and deep dives into specific strategies and asset classes to source potential investment opportunities
  • Identify and evaluate specific investment opportunities with external hedge fund managers by conducting quantitative and qualitative due diligence across a diverse range of strategies
  • Prepare comprehensive investment reports with in-depth descriptions of managers to present to the investment committee
  • Aid in managing the data analytics and quantitative work associated with the portfolio management of the firm’s multi-manager funds
  • Monitor current managers through regular update calls and meetings to ensure a clear understanding of performance attribution, market opportunities and investment risks

Preferred Qualifications

  • 7-10 years of industry experience
  • Bachelor’s degree required
  • Experience sourcing and analyzing a range of strategies, including equity-long short, event-driven, Macro/CTA, fixed income relative value, etc.
  • Excellent quantitative, verbal, and written communication skills
  • Robust industry contact network to help in sourcing hedge fund managers and gathering information
  • Excellent attention to detail, well organized, results-driven and a motivated self-starter
  • Ability to work both independently and collaboratively to support the team wherever needed
  • CFA/CAIA designation or interest in gaining designation

The base salary range for this position is $130K – $165K. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role.  It is not typical for offers to be made at or near the top of the range.

In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.

Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.

About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $150 billion in assets for over 3,000 individuals and families of substantial wealth. Its nearly 1,200+ employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts

  • For more than 115 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust’s history, click here.
  • To learn more about Bessemer Trust, click here.

 About Our Employee Rewards and Benefits

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.