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About the Role

BSC is seeking a Senior Investment Associate with broad public and private markets experience to join its investment team and report directly to the Chief Investment Officer (CIO). As a key member of a small, collaborative team at a leading family office, the Senior Investment Associate will support the full investment process, including sourcing and screening opportunities, evaluating investment strategies, conducting due diligence, developing financial and portfolio analyses, monitoring existing investments, and preparing board and other related investment materials.

Responsibilities

Source, evaluate and lead execution on prospective investment opportunities across asset classes, strategies, sectors, and geographies
Conduct qualitative and quantitative diligence on managers, direct investments, co-investments, and thematic opportunities
Build models, performance analyses, market maps, and investment frameworks to support investment decisions
Prepare concise investment memoranda and presentations for the Board of Directors, management, CIO, and other senior stakeholders
Oversee existing manager relationships with CIO, by conducting regular updates
Evaluate investment results relative to appropriate benchmarks, peer groups and underwriting expectations, including attribution of key return drivers and detractors
Identify emerging concerns, escalate material issues promptly and recommend appropriate actions, including additional diligence, changes in exposure or redemption
Work with the Finance, Operations, Technology and Investment team to develop and refine the critical tools and analytic frameworks to support asset allocation, risk management, performance attribution, and liquidity management
Evaluate portfolio results relative to policy benchmarks, strategic objectives and long-term return and risk expectations
Drive the continuous improvement of regular and ad-hoc materials for management and the Board of Directors

Requirements

Highest standards of ethics, integrity, confidentiality, and professional judgment
Minimum of 6-10 years of relevant investment experience at a family office, endowment, foundation or asset manager
Demonstrated ability to conduct rigorous investment research and synthesize qualitative and quantitative information into sound recommendations
Deep understanding of investment and financial theory, asset allocation, risk management, portfolio construction, and alternative investment strategies
Demonstrated ability to work collaboratively across teams, build partnerships, and influence stakeholders at all levels
High degree of intellectual curiosity and a passion for investing
A strong existing network across investment managers, allocators, family offices, advisors, and other private market participants
Excellent written, verbal, and presentation skills, with the ability to communicate complex analysis clearly and succinctly
Familiarity with investment data providers and platforms such as Addepar, Arch, PitchBook, or similar tools
Bachelor’s degree required, strong credentials or a desire to pursue further credentials preferred (MBA/CFA/CAIA)

Skills

Quantitative skills
Qualitative skills
Financial analysis
Portfolio analysis
Risk assessment
Investment strategy evaluation
Due diligence
Communication skills
Collaboration
Addepar
Arch
PitchBook

Experience Level

Senior

Education Level

Bachelor's degree
MBA
CFA
CAIA

Salary/Compensations

$180,000 - $230,000 per year

Benefits

Eligible to participate in the relevant business unit’s incentive compensation plan
401(k) program with a generous profit-sharing contribution
Medical coverage
Prescription dental coverage
Vision coverage
Life insurance
Disability coverage
Paid holidays
Vacation
Sick time

About the Company

Founded in 1911, Bessemer Securities Corporation (BSC) is a private family investment company owned by descendants of Henry Phipps.
BSC engages in a variety of investment activities on behalf of its owners, with investments spanning private equity, venture capital, hedge funds and a variety of public equity and fixed income securities.