Jobs · Finance · New York

Finance Associate

Bessemer Trust · New York, NY · Today
HybridFinance$90k–$120k/yrFull-time

About the role

Bessemer Investors (“BI”) is a private equity firm focusing on partnering with middle-market businesses to support growth and create lasting value. Founded in 2018, BI combines the capabilities of an institutional private equity firm with the benefits of patient family capital. BI’s differentiated capital base allows for a long-term perspective without being constrained by traditional fund cycles, ensuring alignment with founders, management teams, and other shareholders. BI invests primarily in leading businesses across the industrials, business services, and consumer sectors.

Responsibilities

  • Prepare and maintain S. GAAP financial statements, partners’ capital accounts, and related accounting records for fund, GP, and investment-related entities.
  • Support capital call and distribution processes, including investor allocations, carried interest calculations and waterfalls, and preparation of investor reports.
  • Aid in quarterly and other investor reporting, including preparation of investor letters, portfolio company data, investment performance metrics, and investor-level portfolio.
  • Coordinate treasury activities, including recording cash receipts and disbursements, initiating wires and internal transfers, and maintaining appropriate supporting documentation.
  • Participate in accounts payable and expense processes, including vendor onboarding and invoice review and payment.
  • Support the maintenance and preparation of realized and unrealized carried interest.
  • Coordinate with the Bessemer Securities tax team and BI’s tax advisor on partnership tax compliance, including review of tax returns and Schedule K-1s.
  • Support firm-level budgeting, forecasting, management reporting, and other financial analyses, including information provided to Bessemer Securities.
  • Assist with annual audits and other recurring financial, accounting, compliance, and reporting.
  • Support BI’s investment professionals on transaction-related matters, including investment structuring, deal diligence, closing processes, and regulatory.
  • Enhance BI’s finance processes, systems, reporting, and internal controls as the firm grows.

Requirements

The ideal candidate will combine a strong accounting and analytical foundation with intellectual curiosity, attention to detail, and a willingness to operate across a broad range of responsibilities. Given the size of the team, the successful candidate should be hands-on, collaborative, and interested in developing beyond a narrowly defined accounting role.

Candidate Profile

  • Education and Experience:
    • Bachelor’s degree in accounting, finance, economics, or a related field.
    • Approximately 2-4 years of relevant professional experience, which may include public accounting, private equity or venture capital finance, and fund administration.
    • Experience with or exposure to private equity, venture capital, or other alternative investment fund accounting is strongly preferred.
    • Exposure to general ledger accounting, fund accounting, management company accounting, financial reporting, investment performance reporting, tax, or valuation is beneficial.
    • CPA designation or meaningful progress toward a CPA is beneficial but not required.
    • Strong Microsoft Excel skills and comfort working with financial reporting systems and AI large language models.
  • Personal Attributes:
    • Detail-oriented, organized, and committed to producing accurate, high-quality work.
    • Intellectually curious and interested in developing broad expertise across private equity finance, accounting, and investment activities.
    • Proactive, collaborative, and willing to take ownership of responsibilities in a lean, entrepreneurial environment.
    • Able to manage multiple priorities and work effectively in a fast-paced setting.
    • Strong written and verbal communication skills.
    • High degree of integrity, judgment, and professionalism.

Pay

The base salary range for this position is $90,000 - $120,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit’s incentive compensation plan, and other compensation programs as applicable.

Benefits

  • 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.

Similar jobs

Sales Associate

TorridDavie, FL· 2 mo ago
Customer Serviceapply on jobs.jobvite.com

Sales Associate

TorridLiberty, OH· 2 mo ago
Customer Serviceapply on jobs.jobvite.com

Sales Associate

Five BelowVernal, UT· 1 mo ago
Business Developmentapply on careers.fivebelow.com

Sales Associate

Sunglass HutDowney, CA· 3 wk ago
Business Developmentapply on careers.essilorluxottica.com

Sales Associate

Spirit HalloweenIowa City, IA· 1 mo ago
Business Developmentapply on spencersandspiritjobs.com

Sales Associate

Prime Car WashFishers, IN· 3 mo ago
Business Development$14–$16/hrapply on prime-car-wash.careerplug.com