Bessemer Giving Fund Associate Advisor
About The Position
The Bessemer Giving Fund Associate Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer’s ultra-high net worth clients to achieve philanthropic goals through the Bessemer Giving Fund (BGF), the sponsoring organization for Bessemer’s donor-advised funds (DAFs). Bessemer Giving Fund is a philanthropic trust that allows Bessemer clients to contribute, hold and invest assets along with recommending grants to charities. This position will report to the Director of the Bessemer Giving Fund and will be responsible for functions related to executing our philanthropic mission. Prior DAF or philanthropic experience is preferred but not required.
Requirements
- Bachelor's degree required.
- One or more years of related business experience preferred (Donor-Advised Fund, Wealth Management, Tax, Audit, and/or Philanthropy).
- Strong skills in the following areas: analytical & independent problem-solving; written and verbal communication; organizational and ability to manage multiple tasks; interpersonal and communicative abilities
- Demonstrated leadership and teamwork qualities.
- Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
- Proficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, and Salesforce. High proficiency in Excel is strongly preferred.
Nice To Haves
- Proven interest in financial markets and/or philanthropy preferred.
Responsibilities
- Reviewing grant recommendations out of Bessemer Giving Fund accounts and verifying charitable status.
- Constructing customized Excel spreadsheets to assist Bessemer Giving Fund account management and related projects.
- Filing correspondence and other documents in internal databases.
- Reviewing and processing Bessemer Giving Fund incoming mail.
- Maintaining confidentiality across all aspects of working in a multi-family office setting.
- Proposing and implementing investment programs including trading DAF accounts.
- Proactively monitoring asset allocation in DAF accounts through cross-functional communication.
- Initiating and reviewing trade orders for rebalancing of DAF accounts.
- Reviewing daily reports and ensuring accuracy of account breakdowns.
- Handling day-to-day communication with Client Advisor teams to advise on Bessemer Giving Fund inquiries and processes.
- Assisting with preparing materials for presentations using Excel, Word, PowerPoint and other internal applications as needed.
- Presenting at numerous high-visibility internal meetings and trainings.
- Analyzing and researching charitable grant recipients.
- Assisting with tax and audit reporting preparations.
- Researching philanthropic and DAF trends.
Benefits
- 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.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
