Jobs at Bessemer Trust

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.

Supports client and wealth advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, cash management, reporting, presentations, and client service. Collaborates with investment, tax, estate planning, and quantitative analysis professionals. The internship includes hands-on projects, client communications, proprietary software training, and a capstone presentation. Candidates must be rising college seniors with strong analytical, communication, organizational, and teamwork skills.

Supports client and wealth advisory teams serving high-net-worth individuals and families. Responsibilities include portfolio and asset allocation analysis, cash management, reporting, client communications, meeting preparation, presentations, and coordination with investment, tax, and estate planning specialists. The intern will work on individual and group projects, use proprietary and licensed software, and complete a capstone presentation for senior management.

Supports wealth and client advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, and estate planning professionals, assists with client service requests and account activity, and completes individual and group projects culminating in a capstone presentation. Gains exposure to comprehensive wealth management and proprietary financial tools.

Supports wealth and client advisory teams through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to support high-net-worth clients and prospective clients. Participates in advisory projects and completes a capstone presentation while gaining exposure to comprehensive wealth management.

Supports client and wealth advisory teams serving high-net-worth clients through portfolio analysis, asset allocation modeling, reporting, cash management, client communications, presentations, and account activity processing. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to prepare customized materials and comprehensive wealth-management advice. Participates in projects and completes a capstone presentation while gaining experience with proprietary and licensed financial software and databases.

Supports wealth and client advisory teams through portfolio analysis, asset allocation modeling, cash management, reporting, client communications, and presentation preparation. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to support high-net-worth clients and prospective clients. Participates in projects and completes a capstone presentation while gaining exposure to comprehensive wealth management.

Supports client and wealth advisory teams serving high-net-worth individuals and families. Responsibilities include portfolio and asset allocation analysis, cash management, reporting, client communications, presentation preparation, and coordination with investment, tax, and estate planning specialists. The intern will assist with prospective client materials, service requests, account activity, and collaborative projects while gaining exposure to comprehensive wealth management and presenting a capstone project to senior management.

Supports wealth and client advisory teams through portfolio analysis, asset allocation modeling, cash management, reporting, client service, communications, and presentation preparation. Collaborates with investment, tax, estate planning, and quantitative analysis professionals to support high-net-worth clients and prospective clients. Participates in individual and group projects and completes a capstone presentation while gaining exposure to comprehensive wealth management.

Software Engineering Interns will assist with designing, developing, testing, debugging, and maintaining software applications for wealth management services. They will collaborate with business analysts, testers, and business teams, troubleshoot technical issues, participate in code reviews, and gain exposure to front-end development, APIs, back-end systems, cloud computing, and generative AI.

Supports fee operations by setting up client fee arrangements, analyzing fee and account data, assisting with fee calculations and revenue validation, and identifying opportunities to automate and improve processes. The intern gains exposure to financial services operations, business controls, data management, artificial intelligence, robotic process automation, and Microsoft productivity tools.

Supports Client Advisory and Wealth Advisory professionals serving high-net-worth clients. Responsibilities include portfolio and asset allocation analysis, reporting, cash management, client communications, presentation preparation, and coordination with investment, tax, and estate planning specialists. The intern gains exposure to comprehensive wealth management and completes individual, group, and capstone projects while using proprietary software and databases.

Support senior engineers in managing, monitoring, troubleshooting, and optimizing enterprise WAN, LAN, wireless, SD-WAN, firewall, and security infrastructure. Assist with Cisco, Meraki, Arista, and Palo Alto environments; contribute to network automation using Ansible and Python; evaluate networking technologies; document processes; test configurations; and support firewall policy implementation during a 10-week internship.

Leads the Bill Pay team, overseeing high-volume client bill and expense processing, approvals, enrollment, internal controls, and platform workflows across BILL and CMS. Manages team development, resolves complex client issues, partners with advisors, mitigates operational risks, and supports process improvements, system upgrades, integrations, and special projects.

Develop and maintain relationships with ultra-high-net-worth clients, coordinate services across wealth management teams, and support account administration, investment management, and trust administration. Responsibilities include client communications, meeting preparation, account transactions, regulatory reviews, investment rebalancing and reporting, trust distributions, charitable gifts, tax coordination, and maintaining accurate client records.

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, screening communications, coordinating calendars and meetings, maintaining Salesforce records, preparing client materials and reports, processing expenses and travel, supporting account administration, coordinating asset transfers, assisting with tax information, and responding to compliance and audit requests. Requires frequent client communication, financial transaction processing, bookkeeping, and cross-functional coordination.

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.

Records and reconciles clients’ personal, investment, and alternative investment transactions; prepares journal entries, unaudited financial statements, budgets, cash flow reports, and estate plan summaries. Responds to client reporting requests, performs ad hoc financial analyses, resolves issues, and collaborates with internal departments and external advisors while managing confidential information.