Investment Operations Analyst

Bessemer Trust • New York, NY

13h • $125,000 - $150,000 • Hybrid

About The Position

The primary focus of the Investment Operations Analyst is to analyze processes,
identify opportunities for improvement, and help implement operational
efficiencies across the Investment Department. The candidate should possess a
strong understanding of the wealth management industry.

Requirements

• Bachelor’s degree, 6-10+ years in finance or a related field
• Excellent quantitative, verbal, and written communication skills
• Excellent capabilities in Microsoft Word, Excel, and PowerPoint
• Familiarity with OMS/EMS systems such as Longview and Charles River as well as financial software such as Bloomberg and / or FactSet
• Ability to multi-task and work in a team-oriented environment
• Excellent interpersonal skills
• Collaborative, highly energetic, proactive, positive, and flexible in the face of internal and external challenges

Nice To Haves

• Graduate degree and/or CFA designation a plus

Responsibilities

• Analyze, research, and remain current on the processes within the Investment Department and help generate and implement solutions to improve efficiency
• Work with a multi-disciplinary team to help design and implement a new or enhanced order management and execution management system
• Assist with general investment platform projects
• Enhance and produce Investment Department management reports
• Inventory internal reports, alerts and other systematic communication that are sent
• Work with team to create and improve tools and processes utilized by client advisors for making asset allocation and investment decisions pertaining to client portfolios
• Help team to answer questions from client advisors pertaining to specific securities, asset classes, portfolios, or economic issues
• Special projects, as needed

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees