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About the Role

A long-only, multi-billion dollar mid-cap equity fund seeks an experienced analyst to join a small team of generalist investment professionals committed to rigorous, research-driven investing. The strategy focuses on companies with resilient cash flow, attractive reinvestment opportunities, and aligned management teams, with a concentrated portfolio and low turnover. Analysts cover multiple sectors, requiring deep understanding of business models and industry dynamics.

Responsibilities

• Continuous and disciplined involvement in the research process.
• Capability to influence portfolio construction and take ownership of investment performance.
• Building and maintaining detailed financial models, including proprietary forecasts and valuation-based screening.
• Analyzing fundamental performance of companies and industry sectors, sharing investment insights.
• Engaging with management teams, consultants, analysts, and industry experts.
• Preparing research reports on companies owned or under consideration.
• Collaborating with team members to gather data for internal and external presentation materials.

Requirements

• Bachelor's degree.
• 5+ years in buy-side or sell-side equity research or a related field.
• Excellent quantitative, verbal, and written communication skills.
• Excellent ability to multi-task, work independently, and collaborate with teams.
• Demonstrated successful investment track record (preferred).
• MBA and/or CFA (preferred).

Skills

• Intellectual curiosity.
• Strong technical skills.
• Self-starter attitude.
• Ability to use primary and secondary data sources to investigate investment opportunities.
• Financial modeling.
• Valuation.
• Fundamental analysis.
• Communication.
• Multi-tasking.
• Independent work.
• Team collaboration.

Location

• New York
• Woodbridge, NJ

Work Type

• Hybrid work environment: 60% in office, 40% remote for most positions

Experience Level

• 5+ years

Education Level

• Bachelor's degree
• MBA
• CFA

Salary/Compensations

• $170,000 - $210,000 per year
• Eligible for incentive compensation plan and other compensation programs.

Benefits

• 401(k) program with a generous profit-sharing contribution.
• Medical, prescription dental, and vision coverage.
• Life insurance.
• Disability coverage.
• Paid holidays.
• Vacation.
• Sick time.
• Competitive base salary plus discretionary annual bonus for select positions.
• Personalized development and career opportunities, including tuition reimbursement support.
• Employee assistance (EAP) and wellness programs.
• 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.

About the Company

• Bessemer Trust is a family office overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth.
• Its more than 1,300 employees are singularly focused on private wealth management, including 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.
• 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.
• For more than 119 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.
• 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.

Equal Opportunity

• 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.