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Bessemer is seeking a thoughtful, inquisitive investment professional with private markets investment experience to join its Real Assets team. This team is primarily responsible for allocating the capital of our real assets-dedicated partnerships on behalf of clients. The successful candidate will exhibit a clear interest in the team’s areas of research, which focus broadly on the infrastructure, natural resources, and real estate asset classes, as well as decarbonization-themed investments in venture capital and private equity. This individual will be responsible for sourcing external managers across private markets and leading investment due diligence on funds, co-investments, and direct investments. The professional will present findings and recommendations to an investment committee consisting of senior Bessemer professionals and will contribute towards preparing and delivering presentations periodically to Board members, clients, and colleagues. The individual will report to the Director of Real Assets.
Primary Responsibilities
Assist the Director of Real Assets in overseeing Bessemer's real assets program
Source and screen compelling investment opportunities offered by institutional-quality managers that actively invest in private markets, with a focus in real assets
Complete investment due diligence on funds, co-investments, and direct investments, including preparation of investment committee materials and presentation of findings and recommendations
Conduct careful and thoughtful investment research and fundamental analysis that considers the future of global economies and capital markets
Interpret and build quantitative models to support decision making and presentations related to transactions, portfolios, and reporting
Lead coordination with operational due diligence, legal, finance, and tax teams to support investment due diligence
Oversee day-to-day activities of a subset of funded managers within Bessemer's real assets program
Contribute to investor-related reporting, capital raising, and client and advisor communications, including presentations, performance updates, and marketing materials
Network and develop lasting relationships with external managers, intermediaries, limited partners, and other leaders in the field of private markets
Interact occasionally with clients and frequently with colleagues across Bessemer
Travel for and participate in manager's annual general meetings, onsite due diligence meetings, and industry conferences and events
Qualifications
Bachelor's degree required
Master's degree preferred, industry-related certifications (CFA, CAIA) a plus
7 to 12 years of relevant investment or related experience, including 5 or more years of experience researching managers in private markets
Demonstrated investment experience preferred in the infrastructure, natural resources (including energy), and/or real estate asset classes
Knowledge of the real assets manager universe preferred
Co-investment or direct investment underwriting experience preferred with demonstrated quantitative skills, valuation analysis, and transaction modeling experience
Effective communicator with excellent written and oral communication skills
Collaborative team member who works with colleagues to achieve organizational goals; supports final group decisions, even when such decisions may not reflect own position; and shares credit for team accomplishments
Demonstrates professionalism, integrity, accountability, and ability to multitask and observe deadlines
Research and tech savvy; strong proficiency in Microsoft suite; familiarity with financial and record management tools such as Albourne, Burgiss, Cobalt, Dynamo, FactSet, PitchBook a plus
Travel approximately 15% of the year
The base salary range for this position is $150K - $190K. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
In addition, this position may be eligible for a discretionary incentive-based bonus based on individual and company performance.
Eligible employees may participate in a 401 (K) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability covering and paid holidays, vacation, and sick days.
About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
Key Facts
For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
To watch a video about Bessemer Trust’s history, click here .
To learn more about Bessemer Trust, click here .
About Our Employee Rewards And Benefits
We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
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
Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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