Equity Analyst

Bessemer Trust • New York, NY

1d • $170,000 - $210,000 • Hybrid

About The Position

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.

Requirements

• A high degree of intellectual curiosity.
• Strong technical skills.
• A self-starter attitude.
• A demonstrated ability to use primary and secondary data sources to investigate investment opportunities.
• 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.

Nice To Haves

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

Responsibilities

• Continuous and disciplined involvement in the research process.
• Having a voice in the portfolio construction process and ownership of investment performance.
• 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.

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