Operational Efficiency Analyst

Bessemer Trust is seeking a CCO – Operational Efficiency Analyst to join the Data and Tax Operations team. This role focuses on driving technology-enabled process improvements that increase efficiency, strengthen controls, and reduce operational risk within a regulated wealth management environment.

The position plays a key role in modernizing team operational processes and data workflows through automation, data reconciliation, and process standardization, with an emphasis on reducing manual effort and eliminating single points of dependency.

Responsibilities

• Design and implement automation solutions that improve efficiency and consistency across inter-team operational processes and related workflows.
• Reconcile, validate, and analyze data across multiple systems and databases (e.g., Salesforce, EDB).
• Utilize SQL, VBA, and Python to automate reporting, improve data quality, and enhance scalability.
• Monitor data quality and proactively identify anomalies, risks, or control gaps that may impact operational or control effectiveness
• Document and standardize processes to support audit readiness and operational resilience.
• Partner with Operations, Data teams and IT to deliver process enhancements and system changes aligned with approved priorities.
• Participate in system testing, upgrades, and new initiative implementations.
• Translate complex data into clear insights for technical and non-technical stakeholders.
• Manage multiple initiatives concurrently and escalate high-impact issues as needed.

Qualifications

• Bachelor’s degree in information technology, Data Management and Analytics a plus.
• 3+ years of experience in financial services operations, preferably in data-focused roles.
• Advanced Microsoft Excel skills; working knowledge of SQL, VBA, and Python.
• Strong analytical, organizational, and communication skills.
• Ability to work independently while collaborating across teams in a fast-paced environment.

Preferred

• Experience with FIS Global Plus, Jira, Apex, PL/SQL, RPA tools, Tableau, or PowerPoint.
• Background in operational risk, controls, or audit support.

The base salary range for this position is $60,000.00 - $80,000.00. 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 family office, overseeing $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 more than 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.

Bessemer 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.