Bessemer Trust is seeking an executive assistant to support its internal equity investment department. The equity team manages several multi-billion-dollar portfolios, and the assistant will provide high-level administrative and organizational support to all teams.
The successful candidate is intellectually curious and intuitive with a track record of functioning independently in fast-paced, results-oriented environments. The candidate must possess exceptional organizational skills that encompass a high proficiency in managing multiple tasks and deadlines. In addition, it is critical for this role to maintain flexibility and adapt to changing schedules, convey a positive attitude, and accept constructive feedback.
Responsibilities
The preferred qualifications and responsibilities are as follows:
- Calendar management and coordination of six team schedules including but not limited to high volumes of internal and external meetings that involve managing logistics like catering, materials, attendee registration, conference room, A/V, IT or Helpdesk etc.
- Manage logistics for analyst/management presentations, investor events or external conferences.
- Arrange travel for teams via internal processes including itineraries, lodging, transport, visas if needed, meeting logistics etc. and process all expenses promptly.
- Build relationships with broker sales teams to streamline meeting coordination and log corporate access and broker interactions.
- Track gifts and entertainment in compliance with firm policies.
- Help/assist with the management of relationships and processes with third-party providers including, but not limited to, data management services.
- Work closely with key internal partner teams (Marketing, Compliance, Risk, Technology, Trading, Operations, Client Reporting) to ensure timeliness in deliverables.
- Use FactSet and internal data tools to respond to inquiries and generate regular reports (e.g., performance attribution and portfolio characteristics, team data etc.).
- Prepare materials: slide decks, charts, tables, summaries for research reports and internal presentations.
- Participate in special projects and initiatives as needed, contributing to the development and execution of strategic objectives.
Qualifications
- Bachelor’s degree preferred.
- Prior experience as executive assistant, preferably in financial services / equity research / investment banking.
- Excellent organizational and time-management skills; ability to balance multiple, often conflicting priorities.
- Proactive and self-starting; ability to anticipate the needs of the team or executive and follow-up without prompting.
- Proficiency in MS Office, Word, PowerPoint, and Excel.
- Strong interpersonal and communication skills; able to coordinate across departments.
- High attention to data integrity, detail, and process.
- Familiarity with Bloomberg, Factset, and Concur is a plus.
The base salary range for this position is $85,000.00 - $115,000.00. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
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 leading multifamily office, overseeing more than $200 billion in assets for over 3,000 individuals and families of substantial wealth. Its 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.
.jpg)
