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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $75K - $90K

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. Details below.

Position Summary

Bessemer Trust is seeking a talented Investment Strategies Analyst to join the Investment Strategy Team. The Investment Strategy Team focuses on macroeconomic research and financial market analysis as well as delivering asset allocation and investment recommendations to clients. The Analyst will work closely with the Chief Investment Strategist and Chief Investment Officer and provide research support by collecting data, providing analysis, and generating reports.

The successful candidate will be willing and able to engage in daily discussions regarding financial market conditions, outlooks, and investment goals. The ideal candidate will have excellent research experience, robust analytical abilities, effective written and verbal skills, and a collaborative nature. The candidate should also possess a solid grasp of using primary data sources to investigate research questions and knowledge of analytical methods.

 

Key responsibilities and objectives:

  1. Read, research, and remain current on the global economy and financial markets to help generate ideas and input toward the platform’s broader investment strategy.
  2. Conduct research and analyze data on economic and market topics to create client presentations and other publications.
  3. Assist in writing and development of internal and external communications produced by the Investment Strategies team.
  4. Work with the team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios.
  5. Help the team answer questions from clients and client advisors pertaining to specific securities, asset classes, portfolios, or economic issues.
  6. Special projects, as needed.

Requirements

  • Bachelor’s degree, ideally 1-3 years in finance or a related field.
  • Excellent quantitative, verbal, and written communication skills.
  • Excellent capabilities in Microsoft Word, Excel, and PowerPoint.
  • Familiarity with financial software such as Bloomberg and/or FactSet.
  • Experience building and interpreting statistical models.
  • Ability to multi-task and work in a team-oriented environment.
  • Excellent interpersonal skills.
  • Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges.
  • Graduate degree and/or CFA designation a plus.

The base salary range for this position is $75,000.00 – $90,000.00. 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 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 coverage and paid holidays, vacation, and sick days.

About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 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 117 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.