Trading and Portfolio Operations Officer en Bessemer Trust

The Trading & Portfolio Operations Officer will be involved in all aspects of trading. The individual will be part of a team that operates in a small group environment resulting in exposure to all facets of investment management. This role will involve regular interaction with Portfolio Managers, Client Advisors, Custody and counterparties. The Trading & Portfolio Operations Officer should be a self- starter with the ability to understand and clearly communicate information.

Responsibilities:

• Interact with Portfolio Managers on matters including the buying and selling of securities, reviewing tax loss reports and running group orders
• Communicate with Client Advisors to respond to client requests to purchase specific securities and to identify relevant and appropriate fund trading groups
• Collaborate with Client Advisors on the writing of call options
• Work with Custody Department on trade breaks
• Create and maintain Investment Department reports

• Identify trade discrepancies and report them to counterparties and internal Custody Department to execute the necessary trade changes
• Collaborate with manager to determine the best course of action for basket trades received from Quantitative Strategies team
• Comply with regulatory requirements including but not limited to trading surveillance and compliance

Qualifications:

• Bachelor’s degree required
• Three years of financial services experience preferred
• Excellent organizational, interpersonal, communication, multitasking and analytical skills
• Proven ability to work well in and contribute to a team environment
• Sound business judgment in all facets of the investment process
• Demonstrated ability to prioritize and manage multiple assignments with efficiency and accuracy
• Proficiency with Excel, Outlook, PowerPoint and Word
• Working knowledge of Bloomberg, Bloomberg AIM, FactSet and Longview

The base salary range for this position is $95,000-$125,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role.

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.