Teams at Bessemer Trust

Lead evaluation, implementation, and ongoing support of public website and intranet platforms. Define architecture, integrations, content models, and governance. Act as hands-on technical lead for configuration, scripting, development, and vendor coordination. Ensure secure, scalable integrations with enterprise systems and oversee post-launch support and platform evolution while partnering with cross-functional stakeholders.

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.

Lead and manage year-end tax reporting (Forms 1099, 1042-S, 1099-R, 5498), reconciliations, data validation, control activities, and process automation. Partner with business, operations, technology, and external stakeholders to resolve complex tax reporting issues, support system implementations, and drive data quality and efficiency improvements.