The Analyst role provides reporting and 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.
Responsibilities:
- Supporting multiple wealth advisors in reporting and analysis for clientprospecting activities.
- Working with the quantitative analysis group to provide wealth advisorswith portfolio analyses as part of the prospecting process.
- Working with tax and estate planning professionals in the process ofsupporting the business development process.
- Preparing responses for RFPs for new client prospects.
- Will be responsible for using proprietary and licensed software anddatabases to analyze prospective clients’ financial situations.
- Will be trained and expected to become proficient in asset allocationmodeling, investment portfolio analysis, fixed income portfolio analysis,and tax transition portfolio analysis as it applies to prospective clientaccounts.
- Other responsibilities as assigned.
Qualifications
- 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.
- Must obtain CFP license within 3 years of employment.
The base salary range for this position is ($95,000.00 – $156,000.00). 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 on indiviual and company performance.
Please note: Bessemer requires that all applicants are fully vaccinated against COVID-19. Additionally, applicants will need to provide proof of vaccination prior to starting employment.
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.
Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.