Client Advisory Intern na Bessemer Trust

Bessemer Trust is seeking a Client Advisory Intern for its summer internship program. This program is designed to challenge and reward a select group of students with the opportunity to work closely with Bessemer’s Client Advisory teams.

The Client Advisory Intern will provide reporting and analytical support to the Client Advisory teams and will gain exposure across key areas including asset allocation modeling, investment portfolio analysis, wealth and estate planning, tax advisory, and family office management services.

Interns will receive training in proprietary and licensed software and databases used by the firm. The program culminates in a capstone presentation to Bessemer colleagues, integrating learnings across client advisory disciplines.

Primary Responsibilities:

• Support Client Advisory teams with client reporting and analytical requests.
• Contribute to customized schedules and special projects across the Client Advisory teams.
• Prepare charts and presentation materials for client meetings using Excel, Word, PowerPoint, and internal applications.
• Collaborate with Investment, Tax, and Estate Planning professionals to develop a thorough understanding of Bessemer capabilities and client service model.
• Participate in team discussions and strategy sessions to gain exposure to the client service process and best practices.

Qualifications:

• In pursuit of a Bachelor’s degree (rising senior preferred).
• Interest in financial services; prior exposure to private wealth management, investment management, investment banking, or related fields is welcome.
• Passion for client service and financial advisory.
• Strong blend of analytical and interpersonal skills.
• Effective communication skills, both written and verbal.
• Strong organizational abilities, with the capacity to manage multiple tasks and deadlines.
• Attention to detail and sound analytical judgment.
• Goal-oriented, motivated self-starter with an enthusiasm for learning.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

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.