Senior Investment Associate - Private & Public Markets

Bessemer Trust; New York (NY); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) profit-sharing

Medical

Dental

Vision

Life insurance

Disability coverage

Paid holidays

Vacation

Sick time

Job summary

Bessemer Securities Corporation is seeking a Senior Investment Associate to join its investment team. You will support the full investment process from sourcing to due diligence to board-ready materials, working closely with the CIO and a small collaborative team.

The ideal candidate has broad public and private markets experience, strong quantitative and qualitative skills, and a track record of clear, concise communication in a high-trust family office setting.

Qualifications

• Minimum of 6-10 years of relevant investment experience at a family office, endowment, foundation or asset manager.
• Demonstrated ability to conduct rigorous investment research and synthesize qualitative and quantitative information into sound recommendations.
• Deep understanding of investment theory, asset allocation, risk management, portfolio construction, and alternative investment strategies.
• Excellent written, verbal, and presentation skills to communicate complex analysis clearly and succinctly.

Responsibilities

• Source, evaluate and lead execution on prospective investment opportunities across asset classes, strategies, sectors, and geographies.
• Conduct qualitative and quantitative diligence on managers, direct investments, co-investments, and thematic opportunities.
• Build models, performance analyses, market maps, and investment frameworks to support decisions.
• Prepare concise investment memoranda and presentations for the Board of Directors and CIO.

Skills

Investment Research

Due Diligence

Financial Modeling

Portfolio Analysis

Stakeholder Communication

Education

Bachelor's degree

Tools

Addepar

Arch

PitchBook

Job description

Bessemer Securities Corporation is seeking a Senior Investment Associate to join its investment team. You will support the full investment process from sourcing to due diligence to board-ready materials, working closely with the CIO and a small collaborative team.

The ideal candidate has broad public and private markets experience, strong quantitative and qualitative skills, and a track record of clear, concise communication in a high-trust family office setting.