FP&A Intern bei Bessemer Trust

Bessemer Trust is seeking a motivated and detail-oriented Financial Planning and Analysis (“FP&A”) Intern to join the FP&A team within the Finance organization. This internship provides the opportunity to gain hands-on experience in financial planning, reporting, and analysis, while contributing to meaningful projects that support the firm’s strategic goals. The ideal candidate will be eager to learn, have strong analytical skills, and demonstrate proficiency in Excel and financial concepts.

Responsibilities:

• Financial Analysis & Reporting: Assist in preparing financial reports and analyses to provide insights into firm-wide performance. Support the tracking of key performance indicators (KPIs) and trends.
• Forecasting & Planning Support: Contribute to the annual budget, forecasting cycles, and long-range planning processes by gathering data, updating models, and supporting scenario analyses.
• Variance Analysis: Help compare actual results to budget and forecast, and prepare materials summarizing key drivers of variances.
• Project-Based Work: Work on special FP&A projects across revenue, expenses, and profitability to gain exposure to multiple areas of financial planning.
• Presentation Materials: Support the creation of high-quality presentation materials for leadership, including charts, tables, and summaries.
• Process Improvement: Participate in initiatives to streamline reporting, improve forecasting workflows, and enhance financial dashboards.
• Cross-Functional Collaboration: Partner with colleagues across Finance and business units to collect data and provide analytical support.

Qualifications:

• Current student pursuing a Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Strong interest in financial services industry
• Proficiency in Microsoft Excel (pivot tables, formulas, charts); familiarity with PowerPoint.
• Experience with dashboarding/visualization tools (Power BI or Tableau) is a plus.
• Strong analytical and problem-solving skills, with attention to detail.
• Ability to work independently and as part of a collaborative team.
• Strong communication and interpersonal skills.
• Prior internship or in finance/accounting is a plus, but not required.

The Bessemer Trust Internship Program:

Our summer internship program offers real world experience working side-by-side with experts from departments and offices across our firm.  Working within your designated team, you will manage individual and group projects, interact with senior leaders, network with fellow interns, and attend a variety of career development sessions virtually and in person at our New York headquarters.

This 10-week program is designed to mirror the experience of a full-time employee to help you discover where your strengths and interests lie, paving the path to explore your career at Bessemer and beyond.

Company Information and Culture:

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.

The hourly rate for this position ranges from $35.00 - $40.00. Hourly rates will vary and will be based on various factors.

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.