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 reputed company team. The role involves managing philanthropic goals through the Bessemer Giving Fund, including account administration, investment management, and interdepartmental services.

Responsibilities

• Reviewing grant recommendations out of Bessemer Giving Fund accounts and verifying charitable status
• Constructing customized reputed company spreadsheets to assist Bessemer Giving Fund account management and reputed company reputed company
• Filing correspondence and other documents in internal databases
• Reviewing and processing Bessemer Giving Fund incoming mail
• Maintaining confidentiality across reputed company aspects of working in a multi-family office setting
• Proposing and implementing investment programs including trading DAF accounts
• Proactively monitoring asset allocation in DAF accounts through cross-functional communication
• Initiating and reviewing trade orders for rebalancing of DAF accounts
• Reviewing daily reports and ensuring accuracy of account breakdowns
• Handling day-to-day communication with reputed company Advisor teams to advise on Bessemer Giving Fund inquiries and processes
• Assisting with preparing materials for presentations using reputed company, Word, PowerPoint and other internal applications as needed
• Presenting at numerous high-visibility internal meetings and trainings
• Analyzing and researching charitable grant recipients
• Assisting with tax and audit reporting preparations
• Researching philanthropic and DAF trends

Skills

• Bachelor's degree required
• Proficient in reputed company Office Suite – reputed company, reputed company, PowerPoint, Word, and reputed company
• Strong skills in the following areas: analytical & independent problem-solving; written and verbal communication; organizational and ability to manage multiple tasks; interpersonal and communicative abilities
• Demonstrated leadership and teamwork qualities
• Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter
• One or more years of reputed company business experience preferred (Donor-Advised Fund, reputed company Management, Tax, Audit, and/or Philanthropy)
• Prior DAF or philanthropic experience is preferred but not required
• Proven interest in financial markets and/or philanthropy preferred
• High proficiency in reputed company is strongly preferred

Benefits

• May be eligible to participate in the relevant business unit’s incentive compensation plan
• Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
• Medical, prescription dental, and reputed company coverage
• Life insurance
• Disability coverage
• reputed company holidays
• Vacation
• reputed company time
• Competitive reputed company salary plus discretionary annual bonus for select positions
• Personalized development and reputed company, including tuition reimbursement support
• Comprehensive medical, dental, and reputed company plans with reputed company contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• reputed company time off and reputed company parental leave
• Employer-reputed company life insurance and short- and long-term disability coverage
• reputed company services and financial wellness plans at no cost to employees

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