Bessemer Giving Fund Associate Advisor
Bessemer Trust is a family office that oversees substantial assets for ultra-high net worth clients, and they are seeking a Bessemer Giving Fund Associate Advisor to join their collaborative team. The role involves managing philanthropic goals through the Bessemer Giving Fund, including account administration, investment management, and interdepartmental services.
Responsibilities
- Reviewing grant recommendations out of Bessemer Giving Fund accounts and verifying charitable status
- Constructing customized Excel spreadsheets to assist Bessemer Giving Fund account management and related projects
- Filing correspondence and other documents in internal databases
- Reviewing and processing Bessemer Giving Fund incoming mail
- Maintaining confidentiality across all aspects of working in a multi-family office setting
- Proposing and implementing investment programs including trading DAF accounts
- Proactively monitoring asset allocation in DAF accounts through cross-functional communication
- Initiating and reviewing trade orders for rebalancing of DAF accounts
- Reviewing daily reports and ensuring accuracy of account breakdowns
- Handling day-to-day communication with Client Advisor teams to advise on Bessemer Giving Fund inquiries and processes
- Assisting with preparing materials for presentations using Excel, Word, PowerPoint and other internal applications as needed
- Presenting at numerous high-visibility internal meetings and trainings
- Analyzing and researching charitable grant recipients
- Assisting with tax and audit reporting preparations
- Researching philanthropic and DAF trends
Skills
- Bachelor's degree required
- Proficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, and Salesforce
- Strong skills in the following areas: analytical & independent problem-solving; written and verbal communication; organizational and ability to manage multiple tasks; interpersonal and communicative abilities
- Demonstrated leadership and teamwork qualities
- Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter
- One or more years of related business experience preferred (Donor-Advised Fund, Wealth Management, Tax, Audit, and/or Philanthropy)
- Prior DAF or philanthropic experience is preferred but not required
- Proven interest in financial markets and/or philanthropy preferred
- High proficiency in Excel is strongly preferred
Benefits
- May be eligible to participate in the relevant business unit’s incentive compensation plan
- Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
- Medical, prescription dental, and vision coverage
- Life insurance
- Disability coverage
- Paid holidays
- Vacation
- Sick time
- Competitive base salary plus discretionary annual bonus for select positions
- 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
- 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
Company Overview