Bessemer Trust · 14 hours ago
Finance Associate
Woodbridge, NJ
Full-time
Hybrid
Mid Level
$85K/yr - $115K/yr
3+ years expBessemer Trust is a family office overseeing more than $200 billion in assets for individuals and families of substantial wealth. The Finance Associate will support Net New Business reporting and analysis, contributing to revenue reporting and analysis functions, and providing insights into organic growth trends.
Financial ServicesWealth Management
Responsibilities
Track, analyze, and report on net new asset flows, net new clients, and related revenue metrics across multiple dimensions (advisor, office/location, asset class, client size, etc.)
Develop and maintain ad hoc and recurring reports to monitor organic growth versus targets
Analyze pipeline activity, conversion rates, client trends, and net asset flows to identify drivers of growth and areas of opportunity
Support forecasting and planning efforts related to net asset flows, organic fee revenue growth, and business development and client initiatives
Assist in building business cases and analytical frameworks for growth initiatives, such as advisor hiring, market expansion, or product offerings
Perform ad hoc analyses to support senior management, relationship managers, and business leaders
Partner with client relationship managers (Client Advisors) and business development officers (Wealth Advisors), senior leadership and the broader Finance organization to ensure consistent data, definitions, and reporting
Support preparation of materials for management meetings, leadership reviews, and board-level reporting
Help improve processes, data quality, and reporting efficiency related to net new business tracking and analytics
Ensure accuracy, consistency, and integrity of net new business data across systems
Identify opportunities to automate reporting, enhance analytical tools, and streamline workflows
Contribute to documentation of methodologies, assumptions, and best practices
Qualification
Required
Bachelor's degree, with concentrations in Finance and/or Accounting
3 - 5 years of relevant experience
Advanced proficiency in Microsoft Excel, including extensive experience with financial modeling, pivot tables, VLOOKUP, INDEX/MATCH, and VBA
Exceptional communication, presentation, and interpersonal skills, with the ability to build relationships across departments
Ability to manage multiple priorities, key initiatives and deadlines with excellent attention to detail
Intellectual curiosity and interest in wealth management, private banking, client growth, and business strategy
Preferred
Preferred experience in financial planning and analysis, fee analysis, and/or assets & flows analysis at a financial institution, private equity/venture capital firm, private bank or family office
Experience with ERP systems and financial planning software is preferred (e.g., Oracle, OneStream, Hyperion, Anaplan, SAP, or similar)
Experience developing or modifying PL/SQL queries preferred
Experience with 5-year financial planning or long-term financial forecasting is a plus
Experience with dashboarding/visualization tools (Power BI or Tableau) is a plus
Benefits
Discretionary annual bonus for select positions
A 401(k) plan with a generous annual profit-sharing contribution
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
Recent News
2025-07-29
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