Jobs at Bessemer Trust

Supports ultra-high-net-worth client relationships, account administration, investment program implementation, asset allocation monitoring, cash management, reporting, trust reviews, and compliance activities. Coordinates with Client Advisors and internal departments, prepares client presentations and customized financial models, processes account documentation and remittances, manages bill payments and overdrafts, and maintains knowledge of markets, fiduciary laws, tax, and trust administration.

Provides comprehensive administrative and executive support to the CEO, including complex calendar management, meeting coordination, stakeholder communication, travel planning, itinerary preparation, expense processing, and confidential information handling. The role requires prioritizing competing demands, tracking deliverables, coordinating logistics, resolving travel issues, and supporting projects while maintaining professionalism, discretion, accuracy, and strong relationships across the organization.

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, processing account administration tasks, coordinating calendars, meetings, travel, expenses, mailings, and presentations, maintaining Salesforce records, preparing reports and correspondence, supporting compliance and audit requests, and coordinating vendors and office supplies.

Provides high-level administrative and organizational support to the President of Bessemer Trust. Responsibilities include complex calendar management, stakeholder liaison, meeting and board logistics, event coordination, Salesforce relationship tracking, presentation and correspondence preparation, travel arrangements, expense and invoice processing, and special projects. The role requires discretion with confidential information, excellent communication and organization, strong attention to detail, and the ability to manage competing priorities in a fast-paced financial services environment.

Supports fund, investment, and firm-level accounting for a private equity firm, including financial statements, capital accounts, capital calls, distributions, investor reporting, treasury, accounts payable, portfolio valuations, carried interest, tax compliance, budgeting, audits, and transaction-related activities. The role also helps improve finance processes, systems, reporting, and internal controls while progressively taking ownership across a lean team.

Leads enhancements to the client advisory service model across investment management, wealth planning, and family office services. Prioritizes initiatives, defines scopes and features, supports eMoney adoption, tracks metrics, gathers advisor feedback, prepares leadership reporting, and coordinates partner relationships and rollout planning.

Leads the application of AI across business workflows by identifying high-value use cases, advising teams on approved AI platforms and Microsoft 365 capabilities, and translating technical possibilities into business guidance. Partners with security, governance, legal, risk, and compliance stakeholders to address data access, permissions, and operational risks. Oversees solution evaluation, documentation, governance review, rollout, ownership, feedback collection, reusable patterns, and AI adoption best practices.

Conduct fundamental, long-term equity research for a concentrated mid-cap long-only portfolio. Build and maintain financial models and proprietary forecasts, analyze company and industry fundamentals, engage management and experts, prepare research reports and presentation materials, and contribute to portfolio construction and investment decisions.

Provides administrative and client service support to a Client Advisory team. Responsibilities include processing cash transactions and bill payments, managing communications, calendars, travel, expenses, Salesforce records, client presentations, mailings, and documentation. Coordinates account openings, asset transfers, tax information, compliance requests, and client remittances while communicating with clients, advisors, CPAs, and internal departments.

Provide administrative and client-facing support to the Real Estate Advisory Team: screen communications, manage calendars and travel, organize meetings and luncheons, draft and proof correspondence, document client interactions in Salesforce, prepare presentations and spreadsheets, submit expense reports, file documents, and support asset managers as needed.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.

The Assistant General Counsel will provide legal support for investment platforms, advise on regulatory matters, draft legal documents, and oversee compliance.

Support full investment process for a family office: source and diligence public and private opportunities, build financial models and portfolio analytics, monitor managers, prepare board materials, and collaborate with Finance, Operations, Legal, and Technology to inform strategy and risk management.