Jobs at Bessemer Trust

Provide high-level administrative support to the CFO, managing confidential information, complex calendars, travel (Concur), meeting materials for board and leadership meetings, vendor and finance-related tasks, and polished PowerPoint presentations. Coordinate cross-functional requests (Finance, Legal, HR, Compliance), take meeting notes, track action items, and handle logistics for internal/external events while prioritizing deadlines in a fast-paced environment.

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.

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.

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.

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.