Investor Relations Analyst

Bessemer Trust is seeking a talented Investor Relations Analyst to join its Alternative Investments group within the Alternative Investor Relations team. The associate will work closely with colleagues to administratively support all facets of our Alternative Investments fund of funds business. This role includes significant interaction with a wide variety of internal teams including Client Advisors, Investment Research, Finance, Tax, Marketing, Legal and Compliance,amongothers,tocontributetowardsmaintainingandimprovingtheday-to- day operations of our Alternative Investments business.

Bessemer Trusts Alternative Investments groupcomprises28dedicatedteammembersacross5teams:HedgeFunds, Private Equity, Real Assets, Advisory and IR. Alternative Investments manages 17 active funds with approximately $7 billion under management, encompassing over 150 underlying investment funds and over 5,500 client investments.

Responsibilities

• FunctionaspointofcontactforClientAdvisorsandinvestorsfor Alternative Investments fund-related inquiries
• Fulfillrequestsandcompletedocumentationrelatedto Alternative Investments fundsmarketing, fundraising, subscriptions, capital calls, transfers, distributions, and fund redemptions – both investment manager and investor related
• Support function of coordinating and distributing client communications pertainingto Alternative Investments summaries,fundperformanceandmarketing materials, as well as other general mailings
• Coordinate with underlying investment managers and internal Tax and Finance teamstofacilitateandtrackthedistributionofinformationtoinvestors,suchas K-1s and financial statements
• Fulfillrequestsandcompletedocumentationrelatedtoinvestmentsoffered through our External Manager Solutions program
• Monitorandmaintainclientrecordsinaccordancewithcompliancepoliciesand procedures
• Assistwithongoingworkandanyspecialprojectsrelatedto Alternative Investments
  
  

Qualifications

• Bachelor'sdegree required
• 2+yearsofrelevant experience
• Generalknowledgeandcomfortlevelwithfinancialconceptsandfinancial markets, previous experience with Alternative Investments a plus
• Abilitytoworkindependentlyandasacollaborativeteam member
• Positiveattitudeandwillingnesstotakeaproactive,problem-solvingapproachto work
• Successfulcandidateshouldbeabletomulti-taskandprioritize,withkeen attention to detail
• Effectivecommunicatorwithexcellentwrittenandoralcommunication skills
• Excellent interpersonalskillsandabilitytobuildworkingrelationshipswith professionals at all levels of the organization
• AdvancedproficiencyinMicrosoftOffice(Word,PowerPointandan emphasis on Excel)
  
  

The base salary range for this position is $80K - $105K. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.

Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.

About Bessemer Trust

Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 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 117 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.