Data Management Analyst

Bessemer Trust’s CCO – Data and Tax Operations group supports key operational functions critical to delivering exceptional service to clients and advisors.

About the role

The Data Management Analyst will join the Data and Tax Operations department, supporting workloads in a fast-paced environment to meet deadlines and gain knowledge of various systems and applications.

Responsibilities

• Support the workload and collaborate with the Data and Tax Operations teams to meet deadlines and obtain knowledge of various systems and applications.
• Assist department supervisors with the identification of data issues, process improvements, and strengthening procedures as needed.
• Acquire knowledge about validation rules, new data fields/values, queries, operational tables, data structures, and definitions that impact data processing and maintenance within the trust accounting systems and applications, including maintaining relevant documentation.
• Assist with concurrent projects that improve data, processes, or user experience to increase efficiency and reduce errors, including collecting requirements, sequencing activities, and creating documentation.
• Monitor project progress and milestones.
• Work independently and on a team to build relationships throughout the organization.
• Collaborate with internal counterparts, including Legal and Compliance, Global Plus Support, and Oracle database developers.

Requirements

• Bachelor’s degree.
• 3–5 years of corporate experience.
• Proficiency in Microsoft applications (Excel, PowerPoint, Word, and Access).
• Experience with PL/SQL, Jira, Informatica IDMC, Apex, FIS Global Plus, or Robotic Process Automation is a plus.
• Excellent verbal and written communication skills for interacting with various business, operational units, and stakeholders.
• Detail-oriented with strong organizational skills.
• Strong research and analytical skills.
• Solid work ethic and innovative thinking.

Pay

The base salary range for this position is $75,000 - $85,000 per year. This position may also be eligible for participation in the relevant business unit’s incentive compensation plan and other compensation programs as applicable.

Benefits

• Eligibility to participate in a 401(k) program with a generous profit-sharing contribution.
• Medical, prescription, dental, and vision coverage.
• Life insurance and disability coverage.
• Paid holidays, vacation, and sick time, subject to plan terms and Company policies.
• Hybrid work environment: 60% in office, 40% remote for most positions.
• Competitive base salary plus discretionary annual bonus for select positions.
• Personalized development and career opportunities, including tuition reimbursement support.
• Employee assistance (EAP) and wellness programs.
• Paid parental leave.
• Legal services and financial wellness plans at no cost to employees.

About the company

Bessemer Trust is a family office overseeing more than $250 billion in assets for over 3,000 individuals and families of substantial wealth. With over 1,300 employees, the firm is singularly focused on private wealth management, including 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. The firm 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 central to its operations.

Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices, including a significant presence in Woodbridge, NJ, which hosts a wide range of technology and operations professionals. Other offices are located 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.