We are seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting attitude.
Key Responsibilities:
- Data Analysis and Manipulation: Collect, analyze, and interpret data to provide actionable insights and support decision-making for client advisory initiatives.
- Presentation Development: Create compelling presentations and reports to effectively communicate findings, recommendations, and insights to internal stakeholders.
- Client Advisory Support: Assist in providing strategic guidance and support to advisors, leveraging data-driven insights and analysis.
- Project Management: Manage projects and initiatives related to client advisory solutions, ensuring timely delivery and high-quality outcomes.
- Collaboration: Collaborate with cross-functional teams to drive innovative solutions and address needs effectively.
- Continuous Improvement: Identify opportunities for process improvement and optimization.
- Market Research: Stay informed about industry trends, competitor activities, and market dynamics to provide informed recommendations and insights relative to Bessemer’s objectives.
Qualifications:
- Bachelor's degree in Business, Economics, Finance, or related field.
- Minimum of 2 years of relevant work experience, with a top consulting firm or financial services organization.
- Knowledge of investment products, financial markets, and wealth management concepts.
- Strong analytical skills and proficiency in data analysis tools and techniques.
- Comfortable with technology and collaborating with technologists.
- Excellent presentation skills with the ability to convey complex information in a clear and concise manner.
The base salary range for this position is $110,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
About Bessemer Trust
Bessemer Trust is a family office, overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts:
- For 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
- Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
- To watch a video about Bessemer Trust’s history, click here.
- To learn more about Bessemer Trust, click here.
About Our Employee Rewards and Benefits:
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
Skills Required
- Bachelor's degree in Business, Economics, Finance, or related field
- Minimum of 2 years of relevant work experience, with a top consulting firm or financial services organization
- Knowledge of investment products, financial markets, and wealth management concepts
- Strong analytical skills and proficiency in data analysis tools and techniques
- Comfortable with technology and collaborating with technologists
- Excellent presentation skills with ability to convey complex information clearly and concisely
Bessemer Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bessemer Trust and has not been reviewed or approved by Bessemer Trust.
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Affordable Benefits — Employee health coverage requires zero employee contributions for individual medical, dental, and vision, indicating notably low costs. Feedback suggests core insurance remains affordable alongside included EAP and wellness programs.
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Retirement Support — A 401(k) with a generous annual profit-sharing contribution is provided, complemented by employer-paid life insurance and short- and long-term disability coverage. This structure strengthens long-term savings as part of total rewards.
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Leave & Time Off Breadth — Paid time off is described as generous, starting at three weeks and rising to four weeks by year three, with paid parental leave also offered. Feedback suggests vacation and family leave policies are a notable advantage of the package.
Bessemer Trust Insights
What We Do
Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
