Hybrid Senior Investment Strategist bei Bessemer Trust

Position Summary

Bessemer Trust is seeking a talented Senior Investment Strategist to join the Investment Strategy Team. The Strategist will plays a pivotal role in shaping investment strategy, designing customized asset allocation, and delivering market insights to clients. The Strategist will work closely with Client and Wealth Advisors to engage with clients, presenting market outlooks, advising on portfolio strategy, and communicating views and portfolio positioning.

The successful candidate will be willing and able to engage in daily discussions regarding financial market conditions, outlooks, and investment goals. The ideal candidate will have excellent research experience, robust analytical abilities, effective written and verbal skills, and a collaborative nature.

Key responsibilities and objectives:

• Stay informed on global economic trends, capital market developments, and emerging investment opportunities, leveraging views to shape the firm’s broader investment strategy.
• Produce internal and client-facing investment communications, including market outlooks and thematic investment pieces.
• Serve as a primary investment thought leader in client meetings, prospect pitches, and events, articulating outlooks, explaining investment performance, discussing portfolio positioning, and making recommendations in a clear and compelling manner.
• Respond to complex client and advisor inquiries across asset classes, drawing on deep market knowledge to provide timely, insightful guidance.

 Requirements

• Bachelor’s degree required, 10+ years in investment strategy, macro research, or portfolio management; graduate degree and/or CFA designation strongly preferred.
• Exceptional quantitative, analytical, verbal, and written communication skills.
• Experience in multi-asset strategy, including equities, fixed income, commodities and FX.
• Strong knowledge of global economics and financial markets.
• Experience working with and presenting to ultra high net worth clients.
• Strategic thinker with strong interpersonal skills, intellectual curiosity, and a collaborative, proactive mindset.
• Proven ability to manage multiple priorities in a fast‑paced, team‑oriented environment.
• Demonstrated success presenting to and advising clients.
• Familiarity with financial software, such as Bloomberg and/or FactSet.
• Travel required as needed.

The base salary range for this position is $265,000- $320,000. 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 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.