Wealth Advisor Analyst

Bessemer Trust • New York, NY

2d • Hybrid

About The Position

The Analyst role provides analytical support to the Wealth Advisory team. The Analyst’s career path focuses on developing the skills and knowledge base to effectively marshal the firm’s resources during the prospecting process.

Requirements

• Bachelor's degree; Quantitative field of study strongly preferred.
• Proven interest in sales and client service.
• Excellent attention to detail.
• Proactivity and a sense of urgency.
• Goal-oriented and a motivated self-starter.
• Organizational skills and ability to manage multiple tasks.
• Strong proficiency in MS Excel and PowerPoint.

Responsibilities

• Supporting multiple wealth advisors in reporting and analysis for client prospecting activities.
• Preparing portfolio analyses as part of the prospecting process.
• Conducting competitor research and analysis to support positioning and prospect conversations.
• Collaborate with specialists across tax and estate professionals, Family Office Management, investments, and client advisory to support the business development process.
• Preparing responses for RFPs for new client prospects.
• Will be responsible for using proprietary and licensed software and databases to analyze prospective clients’ financial situations.
• Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, and tax transition portfolio analysis as it applies to prospective client accounts.
• Other responsibilities as assigned.

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: Entry Level
• Number of Employees: 251-500 employees