Bessemer Trust’s CCO – Data and Tax Operations group supports key operational functions critical to delivering exceptional service to clients and advisors.
Bessemer Trust is recruiting a Data Management Analyst to join the Data and Tax Operations department. The preferred candidate will have leadership and financial industry experience.
Responsibilities:
- Support the workload and collaborate with the Data and Tax Operations teams in a fast-paced environment as required to meet deadlines and obtain knowledge of various systems and applications.
- Assist the department supervisors with the identification of data issues, process improvements, and strengthen procedures as needed.
- Acquire knowledge about validation rules, new data fields/values, queries, operational tables, data structures, and definitions that impact data processing and maintenance within the trust accounting systems and applications. This includes maintaining relevant documentation.
- Assist with concurrent projects that improve data, processes, or user experience to increase efficiency and reduce errors, which includes collecting requirements, sequencing activities, and creating documentation.
- Monitor project progress and milestones.
- Work independently and on a team to build relationships throughout the organization.
- Collaborate with internal counterparts, which include Legal and Compliance, Global Plus Support, and Oracle database developers.
Preferred Experience:
- Bachelor’s degree
- 3–5 years of corporate experience
- Microsoft applications (Excel, PowerPoint, Word, and Access)
- PL/SQL, Jira, Informatica IDMC, Apex, FIS Global Plus, Robotic Process Automation experience is a plus
- Excellent verbal and written communication skills – dealing with various business, operational units, and stakeholders
- Detail oriented with excellent organizational skills
- Research and analytical skills
- Solid work ethic, innovative thinking
The base salary range for this position is $75,000 - $85,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. In addition, this position may be eligible for a discretionary incentive based on individual and company performance. Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.
About Bessemer Trust:
- Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 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 more than 118 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.
Top Skills
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.
