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.ResponsibilitiesReviewing grant recommendations out of Bessemer Giving Fund accounts and verifying charitable statusConstructing customized Excel spreadsheets to assist Bessemer Giving Fund account management and related projectsFiling correspondence and other documents in internal databasesReviewing and processing Bessemer Giving Fund incoming mailMaintaining confidentiality across all aspects of working in a multi-family office settingProposing and implementing investment programs including trading DAF accountsProactively monitoring asset allocation in DAF accounts through cross-functional communicationInitiating and reviewing trade orders for rebalancing of DAF accountsReviewing daily reports and ensuring accuracy of account breakdownsHandling day-to-day communication with Client Advisor teams to advise on Bessemer Giving Fund inquiries and processesAssisting with preparing materials for presentations using Excel, Word, PowerPoint and other internal applications as neededPresenting at numerous high-visibility internal meetings and trainingsAnalyzing and researching charitable grant recipientsAssisting with tax and audit reporting preparationsResearching philanthropic and DAF trendsSkillsBachelor's degree requiredProficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, and SalesforceStrong skills in the following areas: analytical & independent problem-solving; written and verbal communication; organizational and ability to manage multiple tasks; interpersonal and communicative abilitiesDemonstrated leadership and teamwork qualitiesSuccessful candidate must be goal-oriented, detailed oriented and a motivated self-starterOne 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 requiredProven interest in financial markets and/or philanthropy preferredHigh proficiency in Excel is strongly preferredBenefitsMay be eligible to participate in the relevant business unit’s incentive compensation planEligible employees may participate in a 401(k) program with a generous profit-sharing contributionMedical, prescription dental, and vision coverageLife insuranceDisability coveragePaid holidaysVacationSick timeCompetitive base salary plus discretionary annual bonus for select positionsPersonalized development and career opportunities, including tuition reimbursement supportComprehensive medical, dental, and vision plans with zero contributions for employee coverageEmployee assistance (EAP) and wellness programsPaid time off and paid parental leaveEmployer-paid life insurance and short- and long-term disability coverageLegal services and financial wellness plans at no cost to employeesCompany OverviewBessemer Trust is an investment management, wealth planning, and client service. It was founded in 1907, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.bessemertrust.com/.



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