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