Teams at Bessemer Trust

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.

Support the Head of Client Advisor Solutions by analyzing data, producing presentations, advising client-facing teams, managing projects, conducting market research, and driving process improvements to inform wealth-management strategies and enable advisor decision-making.