Senior Investment Associate

Bessemer Trust•New York, NY

4d•$180,000 - $230,000•Onsite

About The Position

BSC is seeking a Senior Investment Associate with broad public and private markets experience to join its investment team and report directly to the Chief Investment Officer (CIO). As a key member of a small, collaborative team at a leading family office, the Senior Investment Associate will support the full investment process, including sourcing and screening opportunities, evaluating investment strategies, conducting due diligence, developing financial and portfolio analyses, monitoring existing investments, and preparing board and other related investment materials. The ideal candidate is intellectually curious, analytical, discreet, and committed to long-term investing. The role requires strong quantitative and qualitative skills, sound judgment in assessing risk, and the ability to translate high-level investment strategy into detailed analysis. The Senior Investment Associate will work closely with the CIO, contribute actively to investment discussions, and communicate complex ideas clearly and concisely. The successful candidate must be comfortable working as a self-starter who thrives in an entrepreneurial, small team environment. The role requires close collaboration with colleagues across Finance, Operations, Legal, and Technology to ensure alignment with the Company’s objectives.

Requirements

Highest standards of ethics, integrity, confidentiality, and professional judgment
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 and financial theory, asset allocation, risk management, portfolio construction, and alternative investment strategies
Demonstrated ability to work collaboratively across teams, build partnerships, and influence stakeholders at all levels
High degree of intellectual curiosity and a passion for investing
A strong existing network across investment managers, allocators, family offices, advisors, and other private market participants
Excellent written, verbal, and presentation skills, with the ability to communicate complex analysis clearly and succinctly
Familiarity with investment data providers and platforms such as Addepar, Arch, PitchBook, or similar tools
Bachelor’s degree required

Nice To Haves

strong credentials or a desire to pursue further credentials preferred (MBA/CFA/CAIA)

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 investment decisions
Prepare concise investment memoranda and presentations for the Board of Directors, management, CIO, and other senior stakeholders
Oversee existing manager relationships with CIO, by conducting regular updates
Evaluate investment results relative to appropriate benchmarks, peer groups and underwriting expectations, including attribution of key return drivers and detractors
Identify emerging concerns, escalate material issues promptly and recommend appropriate actions, including additional diligence, changes in exposure or redemption
Work with the Finance, Operations, Technology and Investment team to develop and refine the critical tools and analytic frameworks to support asset allocation, risk management, performance attribution, and liquidity management
Evaluate portfolio results relative to policy benchmarks, strategic objectives and long-term return and risk expectations
Drive the continuous improvement of regular and ad-hoc materials for management and the Board of Directors