Fee Operations Intern

Bessemer Trust; California (MO); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust invites applications for a Fee Operations & Analytics Intern to join the Data and Tax Operations team. This internship offers hands-on experience at the intersection of financial services, data, technology, and operations, emphasizing real projects with meaningful business impact.

The role develops skills in data analysis, fee processing, and process improvement while exposing you to AI, RPA, and Microsoft automation in a collaborative environment.

Qualifications

• Curiosity and analytical mindset for exploring data and processes.
• Strong attention to detail and commitment to accuracy.
• Experience with MS Office applications (Excel, PowerPoint, Word).
• Interest in data analytics, automation, or AI-driven process improvements.

Responsibilities

• Set up and maintain client fee arrangements for new and existing accounts.
• Analyze fee data to identify trends and opportunities for improvement.
• Support fee calculations and understand how client revenue is calculated, validated, and processed.
• Explore opportunities to improve and automate processes using Microsoft tools, AI, and RPA.
• Gain exposure to financial services operations, business controls, data management, and supporting technology.

Skills

Analytical thinking

Problem solving

Microsoft Excel

PowerPoint

Word

Data analytics

Automation

AI concepts

Communication

Education

Finance

Accounting

Data analytics

Computer Science

Tools

PL/SQL

RPA

AI tools

Job description

Bessemer Trust is seeking a Fee Operations & Analytics Intern to join the Data and Tax Operations team. This internship is designed for a curious, analytical, and technology-minded rising senior who wants hands‑on experience at the intersection of financial services, data, technology, and operations.

The intern will work alongside the Fee Operations team to analyze financial and account data, support critical revenue‑related processes, and identify opportunities to make those processes smarter and more efficient. The role will provide exposure to data analytics, automation, artificial intelligence, financial systems, and process improvement, while giving the intern an opportunity to contribute to meaningful projects used by the business.

Responsibilities:

• Set up and maintain client fee arrangements for new and existing accounts.
• Analyze fee data to identify trends and opportunities for improvement.
• Support fee calculations and gain an understanding of how client revenue is calculated, validated, and processed.
• Explore opportunities to improve and automate existing processes using Microsoft tools, artificial intelligence, and robotic process automation.
• Gain exposure to financial services operations, business controls, data management, and the technology that supports them.

Preferred Experience:

• Strong analytical and problem‑solving skills.
• Curiosity and enthusiasm for learning new technologies, systems, and financial concepts.
• Strong attention to detail and commitment to producing accurate, high‑quality work.
• Experience with Microsoft applications, particularly Excel, PowerPoint, and Word.
• Interest or experience in data analytics, automation, artificial intelligence, or technology‑enabled process improvement.
• Strong written and verbal communication skills

Technology Exposure:

Experience with any of the following is a plus, but not required:

• PL/SQL
• Robotic Process Automation (RPA)
• Artificial Intelligence tools
• Microsoft automation and productivity tools

Preferred Areas of Study:

Finance, Accounting, Data Analytics, Computer Science, Information Systems, Business Analytics, or a related field.

The Bessemer Trust Internship Program:

Our summer internship program offers real world experience working side‑by‑side with experts from departments and offices across our firm. Working within your designated team, you will manage individual and group projects, interact with senior leaders, network with fellow interns, and attend a variety of career development sessions virtually and in person at our New York headquarters. Throughout the program, you will receive ongoing coaching and guidance from your supervisor to support your development, help you navigate your responsibilities, and set you up for success.

Company Information and Culture:

Bessemer Trust is a family office, overseeing $250 billion in assets for over 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.

The hourly rate for this position ranges from $40.00 - $45.00. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. Application deadline is October 6th.