Job summary
Job post source
This job is directly from Bessemer Trust
Job overview
The Senior Investment Strategist at Bessemer Trust plays a key role in shaping investment strategy, designing asset allocation, and delivering market insights to clients, impacting client portfolio management and firm strategy.
Responsibilities and impact
The Strategist stays informed on global economic trends, produces investment communications, serves as an investment thought leader in client interactions, and responds to complex client inquiries to guide portfolio strategy.
Compensation and benefits
The base salary range is $265,000 to $320,000 with potential discretionary incentives, plus benefits including 401(k) with profit sharing, medical, dental, vision, life insurance, disability coverage, paid holidays, vacation, and sick days.
Experience and skills
Requires a bachelor's degree and 10+ years in investment strategy or portfolio management; graduate degree or CFA preferred; strong quantitative, analytical, communication skills; experience with multi-asset strategy and ultra high net worth clients; familiarity with Bloomberg or FactSet; travel as needed.
Career development
Offers personalized development and career opportunities including tuition reimbursement support.
Work environment and culture
Bessemer Trust values a fiduciary mindset, client-first approach, and a highly collaborative culture with a hybrid work environment of 60% in office and 40% remote.
Company information
Bessemer Trust is a family office managing over $200 billion for wealthy families, founded in 1907, privately owned by the Phipps family, with 22 offices including headquarters in New York Rockefeller Center.
Team overview
The Strategist will join the Investment Strategy Team working closely with Client and Wealth Advisors to engage clients and shape investment strategy.
Job location and travel
The company is headquartered in New York with 22 offices nationwide; the role includes travel as needed and a hybrid work environment.
Unique job features
The role involves direct client engagement with ultra high net worth individuals and participation in shaping firm-wide investment strategy, offering a unique blend of research, communication, and client advisory responsibilities.
Company overview
Bessemer Trust is a privately-owned wealth management and investment advisory firm that specializes in providing comprehensive financial services to high-net-worth individuals and families. The company generates revenue through asset management fees, financial planning, and fiduciary services. Founded in 1907 by Henry Phipps, a co-founder of Carnegie Steel, Bessemer Trust has a long history of managing significant family fortunes and offers a range of services including estate planning, tax advice, and philanthropic guidance. The firm is known for its personalized approach and commitment to client confidentiality and long-term financial security.
How to land this job
Tailor your resume to highlight your extensive experience in investment strategy, macro research, and portfolio management, emphasizing your knowledge of multi-asset classes such as equities, fixed income, commodities, and FX as outlined in the job description.
Showcase your strong quantitative, analytical, and communication skills, including examples of producing market outlooks, thematic investment pieces, and client presentations, which are critical for the Senior Investment Strategist role at Bessemer Trust.
Apply through multiple channels including Bessemer Trust's official corporate careers page and LinkedIn to maximize your application visibility and ensure you reach the right hiring teams.
Connect on LinkedIn with current Senior Investment Strategists or team members in the Investment Strategy Team at Bessemer Trust; use ice breakers such as commenting on recent market outlooks they shared, asking about the team’s approach to emerging investment opportunities, or expressing genuine interest in their client engagement strategies.
Optimize your resume for ATS by incorporating keywords from the job description like 'investment strategy,' 'multi-asset,' 'market outlook,' 'portfolio positioning,' 'client communication,' and 'global economic trends' to ensure your resume passes automated screenings effectively.
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