FP&A Associate

Bessemer Securities is a multi-billion-dollar family-owned private investment company investing in private equity, venture capital, hedge funds and a variety of public equity and fixed income securities.

Bessemer Securities Corporation is seeking a talented Financial Planning and Analysis (“FP&A”) Associate to join the FP&A department within the Finance organization. This position is a unique opportunity to be a key participant in the growth of the financial planning & analysis organization within BSC. The associate will have the ability to assist in building new processes and analysis using best-in-class FP&A technology all while having exposure to senior management supporting a private investment company that participates across hedge funds, venture capital, private equity, and other strategic investments.

Responsibilities

• Collaborate and partner with Finance and Investment colleagues to assist in preparation of Senior Management and Board Meeting materials.
• Assist in design of more robust sensitivity analysis, trend analysis, and market and regional reporting.
• Prepare rolling forecasts and detailed cash flow/liquidity planning analyses across multiple general partners and on a consolidated basis.
• Assist in maintaining the Company’s long-range plan / long-term performance study model.
• Contribute to the development of dashboards and flash reporting, highlighting key performance indicators and trends.
• Develop and maintain relationships with key partners and management to influence decision making.
• Participate in cross-functional and special projects aimed at enhancing financial analytics and driving strategic decision-making across the organization.
  
  

Qualifications

• Bachelor's degree, with concentrations in Finance and/or Accounting.
• 5 – 7 Years of relevant experience.
• Preferred experience in financial planning and analysis at a mid to large financial institution or at a private equity/venture capital firm.
• Direct experience with family offices preferred, but not required.
• Proficient in financial software systems and MS Excel; Knowledge of Oracle ERP and financial planning & analysis software is a plus.
• Highly motivated and attentive to details; Ability to contribute to and thrive in a team environment.
• Ability to manage multiple priorities and tight deadlines; execute responsibilities with a sense of urgency and follow-through.
• Effective analytical, communicational, interpersonal, and problem-solving skills.
  
  

The base salary range for this position is $105,000.00 - $125,000.00. 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 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 coverage and paid holidays, vacation, and sick days.

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.

About Bessemer Trust

Bessemer Trust is a leading multifamily office, overseeing more than $150 billion in assets for over 3,000 individuals and families of substantial wealth. Its nearly 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 more than 115 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.