Hybrid Associate Equity Analyst bei Bessemer Trust

A long-only, multi-billion-dollar, large-cap U.S. equity fund with a strong track record seeks an Associate Analyst to join its team of dedicated investment professionals. The strategy aims to outperform the S&P 500 by investing in companies with sustainable competitive advantages, utilizing rigorous fundamental analysis and maintaining a long-term investment horizon.

Candidates should have a passion for investing, demonstrate intellectual curiosity and diligence, communicate effectively, and be strong team players. Ideal candidates possess strong research skills with a demonstrated ability to investigate investment opportunities across multiple sectors and generate high-conviction investment ideas. 

This position involves close collaboration with senior investment professionals, including the portfolio manager, providing exposure to high-level decision-making processes. In addition to working directly with the immediate team, analysts will have opportunities to engage with other equity and investment teams throughout the department, reflecting our strong collaborative culture. This role offers high visibility and opportunities for career growth within a dynamic and inclusive environment.

Responsibilities

• Proactively participate in the team's disciplined research process and discussions. 
• Build deep expertise in and provide coverage of a primary sector and remain flexible to cover additional sectors as needed.
• Generate actionable investment recommendations rooted in rigorous fundamental analysis and long-term investment philosophy. 
• Incorporate analysis of economic, market, regulatory, and political events into bottom-up fundamental research. 
• Prepare comprehensive research reports on companies held or under consideration for purchase or sale.
• Collaborate effectively on research and technology projects benefiting the broader equity team, investment department, and the firm.

Requirements:

• Bachelor’s degree with 1-4 years of buy-side or sell-side research experience.
• Strong analytical and communication skills.
• Ability to multitask effectively, work independently, and collaborate across teams.
• Prior experience covering the consumer or financial industry preferred.

The base salary range for this position is $90k-130k . 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.

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 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.