Equity Analyst

About the role

A long-only, multi-billion dollar mid-cap equity fund is seeking an experienced analyst to join a small team of generalist investment professionals. The strategy focuses on outperformance by integrating a long-term perspective and investing in companies with resilient cash flow streams, attractive reinvestment opportunities, and aligned management teams. The portfolio is concentrated and turnover is low.

Responsibilities

• Continuous and disciplined involvement in the research process
• Capable of having a voice in the portfolio construction process and owning investment performance
• Building and maintaining detailed financial models including proprietary forecasts and valuation-based screening capabilities
• Analyzing fundamental performance of a variety of companies and industry sectors and sharing investment insights
• Engaging with management teams, consultants, analysts, and industry experts
• Preparing research reports on companies owned or under consideration for purchase
• Collaborating with team members to gather corresponding data for internal and external presentation materials

Qualifications

• Basic: Bachelor’s degree, 5+ years in buy-side or sell-side equity research or related field
• Excellent quantitative, verbal, and written communication skills
• Excellent ability to multi-task, work independently, and with/across teams
• Demonstrated successful investment track record
• MBA and/or CFA preferred

Pay

The base salary range for this position is $170,000 - $210,000 per year. This position may also be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable.

Benefits

• 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and vision coverage
• Life insurance and short- and long-term disability coverage
• Flexible work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Legal services and financial wellness plans at no cost to employees

About Bessemer Trust

Bessemer Trust is a family office overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Founded in 1907, Bessemer Trust is in its seventh generation of ownership by the Phipps family. The firm is committed to providing peace of mind to its clients and operates continuously in a single line of business, independently owned by one family. Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total, with a significant presence in New York, Woodbridge, 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.