Investment Operations Analyst

Position Summary

The primary focus of the Investment Operations Analyst is to analyze processes, identify opportunities for improvement, and help implement operational efficiencies across the Investment Department. The candidate should possess a strong understanding of the wealth management industry.

Key responsibilities and objectives:

• Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency

• Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system

• Assist with general investment platform projects

• Enhance and produce Investment Department management reports

• Inventory internal reports, alerts and other systematic communication that are sent

• Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios

• Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues

• Special projects, as needed

Requirements

• Bachelor's degree, 6-10+ years in finance or a related field
• Excellent quantitative, verbal, and written communication skills
• Excellent capabilities in Microsoft Word, Excel, and PowerPoint
• Familiarity with OMS/EMS systems such as Longview and Charles River as well as financial software such as Bloomberg and / or FactSet
• Ability to multi-task and work in a team-oriented environment
• Excellent interpersonal skills
• Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges
• Graduate degree and/or CFA designation a plus

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

The base salary range for this position is $125,000 - $150,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.

About Bessemer Trust

Bessemer Trust is a family office, overseeing more than $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 — 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 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. 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.