Bessemer Trust · 15 hours ago
Bessemer Giving Fund Associate Advisor
New York, NY
Full-time
Hybrid
Entry Level
$75K/yr - $95K/yr
1+ years expBessemer Trust is a family office managing over $200 billion in assets for ultra-high net worth clients. They are seeking a Bessemer Giving Fund Associate Advisor to support philanthropic goals through the Bessemer Giving Fund, focusing on account administration, investment management, and philanthropic services.
Financial ServicesWealth Management
Responsibilities
Reviewing grant recommendations out of Bessemer Giving Fund accounts and verifying charitable status
Constructing customized Excel spreadsheets to assist Bessemer Giving Fund account management and related projects
Filing correspondence and other documents in internal databases
Reviewing and processing Bessemer Giving Fund incoming mail
Maintaining confidentiality across all aspects of working in a multi-family office setting
Proposing and implementing investment programs including trading DAF accounts
Proactively monitoring asset allocation in DAF accounts through cross-functional communication
Initiating and reviewing trade orders for rebalancing of DAF accounts
Reviewing daily reports and ensuring accuracy of account breakdowns
Handling day-to-day communication with Client Advisor teams to advise on Bessemer Giving Fund inquiries and processes
Assisting with preparing materials for presentations using Excel, Word, PowerPoint and other internal applications as needed
Presenting at numerous high-visibility internal meetings and trainings
Analyzing and researching charitable grant recipients
Assisting with tax and audit reporting preparations
Researching philanthropic and DAF trends
Qualification
Required
Bachelor's degree required
Strong skills in the following areas: analytical & independent problem-solving; written and verbal communication; organizational and ability to manage multiple tasks; interpersonal and communicative abilities
Demonstrated leadership and teamwork qualities
Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter
Proficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, and Salesforce
Preferred
One or more years of related business experience preferred (Donor-Advised Fund, Wealth Management, Tax, Audit, and/or Philanthropy)
Proven interest in financial markets and/or philanthropy preferred
High proficiency in Excel is strongly preferred
Benefits
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
Company
Bessemer Trust
Bessemer Trust is an investment management, wealth planning, and client service.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kira Rosoff
Senior Vice President, Senior Wealth Advisor
R
Ryan Bottin
Vice President, Client Advisor
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