Equity Analyst

Bessemer Trust; New York (NY); Hybrid; USD 170,000 - 210,000; Full time

Benefits offered by this job

Hybrid work arrangement

401(k) with profit sharing

Medical/dental/vision coverage

Paid time off / holidays / sick time

Job summary

Bessemer Trust in New York seeks an experienced analyst to join a small team of investment professionals committed to rigorous, research-driven investing. The role emphasizes long-term thinking, solid cash-flow fundamentals, and disciplined stock selection.

You will build and maintain detailed financial models, analyze company fundamentals across sectors, interact with management teams, and prepare research reports to support portfolio construction and investment decisions.

Qualifications

• Bachelor's degree, 5+ years in buy-side or sell-side equity research or related field.
• Excellent quantitative, verbal, and written communication skills.
• Excellent ability to multi-task, work independently and with/across teams.

Responsibilities

• Building and maintaining detailed financial models including proprietary forecasts and valuation-based screening capabilities
• Analyzing fundamental performance of a variety of companies and industry sectors and sharing investment insights
• Engaging with management teams, consultants, analysts and industry experts
• Preparing research reports on companies owned or under consideration for purchase
• Working with team members to gather corresponding data to be able to prepare, update, and maintain internal and external presentation materials

Skills

Equity research

Quantitative skills

Verbal communication

Written communication

Independent work

Education

Bachelor's degree

MBA

CFA

Job description

A long-only, multi-billion dollar mid-cap equity fund is looking for an experienced analyst to join a small team of generalist investment professionals committed to rigorous, research-driven investing.

The strategy seeks to outperform by incorporating a long-term perspective and investing in companies with resilient cash flow streams, attractive reinvestment opportunities and aligned management teams. The portfolio is concentrated and turnover is low. Analysts on the team cover multiple sectors and are expected to deeply understand various business models and industry competitive dynamics.

Candidate should have; 1) a high degree of intellectual curiosity, 2) strong technical skills, 3) a self-starter attitude and 4) a demonstrated ability to use primary and secondary data sources to investigate investment opportunities.

Responsibilities

The research analyst's continuous and disciplined involvement in the research process is critical in this role. The analyst should be capable of having a voice in the portfolio construction process and ownership of investment performance.

The research analyst is expected to be capable in the following areas:

• Building and maintaining detailed financial models including proprietary forecasts and valuation-based screening capabilities
• Analyzing fundamental performance of a variety of companies and industry sectors and sharing investment insights
• Engaging with management teams, consultants, analysts and industry experts
• Preparing research reports on companies owned or under consideration for purchase
• Working with team members to gather corresponding data to be able to prepare, update, and maintain internal and external presentation materials

Qualifications

Basic:

• Bachelor's degree, 5+ years in buy-side or sell-side equity research or related field
• Excellent quantitative, verbal, and written communication skills
• Excellent ability to multi-task, work independently and with/across teams

Preferred

• Demonstrated successful investment track record
• MBA and/or CFA

The base salary range for this position is $170,000 - $210,000 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 $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 more than 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.

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.