Client Advisor Solutions Analyst

Bessemer Trust • New York, NY

4d • $110,000 - $150,000 • Hybrid

About The Position

We are seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting attitude.

Requirements

• Bachelor's degree in Business, Economics, Finance, or related field.
• Minimum of 2 years of relevant work experience, with a top consulting firm or financial services organization.
• Knowledge of investment products, financial markets, and wealth management concepts.
• Strong analytical skills and proficiency in data analysis tools and techniques.
• Comfortable with technology and collaborating with technologists.
• Excellent presentation skills with the ability to convey complex information in a clear and concise manner.

Responsibilities

• Collect, analyze, and interpret data to provide actionable insights and support decision-making for client advisory initiatives.
• Create compelling presentations and reports to effectively communicate findings, recommendations, and insights to internal stakeholders.
• Assist in providing strategic guidance and support to advisors, leveraging data-driven insights and analysis.
• Manage projects and initiatives related to client advisory solutions, ensuring timely delivery and high-quality outcomes.
• Collaborate with cross-functional teams to drive innovative solutions and address needs effectively.
• Identify opportunities for process improvement and optimization.
• Stay informed about industry trends, competitor activities, and market dynamics to provide informed recommendations and insights relative to Bessemer’s objectives.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level