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About the Role
The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory professionals serving high-net-worth and ultra-high-net-worth individuals and families. The internship provides exposure to Bessemer Trust’s integrated approach to wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development. Interns will gain hands-on experience in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis, client communication, cash management, reporting, and client/prospective client presentations. The internship culminates in a capstone presentation to senior management. Interns will also be trained in proprietary and licensed software and databases.
Responsibilities
- Support the Wealth Advisory team with reporting, analysis, and presentation requests for prospective clients.
- Work with the Quantitative Analysis group to provide the Wealth Advisory team with portfolio analyses and proprietary models.
- Collaborate with Investment, Tax, Estate Planning, and other professionals to understand prospective clients’ portfolios, goals, and financial situations.
- Assist with the preparation of materials for prospective client meetings and presentations.
- Participate in projects providing exposure to Bessemer’s comprehensive approach to wealth management.
- Support Client Advisory teams in preparing for client meetings and responding to day-to-day client service needs.
- Assist with routine communications and service requests involving clients and their outside advisors.
- Perform cash management functions and assist with processing payments and other account activity.
- Prepare customized client reports, schedules, analyses, and presentation materials.
- Work with Investment, Tax, Estate Planning, and other specialists to support comprehensive advice for clients.
- Gain exposure to the management of complex, multigenerational wealth and the coordination required across a client’s broader advisory team.
- Assist the Client Advisory team with individual and group projects as needed.
- Other responsibilities as assigned.
Requirements
- In pursuit of a Bachelor’s degree (rising senior required).
- Strong interest in financial services; exposure to Private Wealth Management, Investment Management, Investment Banking, or a related field preferred.
- Strong analytical and problem-solving skills.
- Excellent attention to detail.
- Intellectual curiosity and an enthusiasm for learning.
- Effective communicator with excellent written and verbal communication skills.
- Strong organizational skills and ability to manage multiple priorities.
- Collaborative mindset and ability to work effectively as part of a team.
- Professionalism and discretion when working with confidential information.
- Proficiency in the Microsoft Office Suite.
Skills
- Microsoft Office Suite
Location
- New York
- Woodbridge, NJ
- 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
- Washington, D.C.
Work Type
- Internship Program
- Summer internship
- Hybrid
Experience Level
- Intern
Education Level
- Bachelor's degree (rising senior required)
Salary/Compensations
- $40-$45 per hour
Benefits
- Ongoing coaching and guidance from supervisor
- Support for development
- Networking opportunities
- Career development sessions
About the Company
- Bessemer Trust is a family office overseeing $250 billion in assets for over 3,000 individuals and families of substantial wealth.
- Its more than 1,300 employees are singularly focused on private wealth management.
- 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 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.