External Manager Solutions - Analyst Position

External Manager Solutions - Analyst Position

External Manager Solutions is responsible for the selection and oversight of traditional (long-only equity and fixed income) investment managers in all the marketable asset classes. These managers are typically complementary to the Bessemer Trust managed strategies/portfolios and therefore provide important diversification to External Manager Solutions’ clients and Bessemer Trust portfolios. The team is also responsible for the sustainability efforts at the firm.

Responsibilities

The candidate will be responsible for conducting both quantitative and qualitative analysis on investment managers, as well as select projects on sustainability.

Examples include:

  •  Spearheading the creation of new quantitative and qualitative analytics reports

  •  Evaluating/monitoring investment firms and teams to include vehicles for investment, fee structures, assets under management

  •  Top-down portfolio analysis (i.e., MPT statistics, style, etc.)

  •  Bottom-up portfolio analysis (i.e., attribution, holdings, sector/regional, etc.)

  •  Familiarity with risk models

  •  FactSet and eVestment analysis

  •  Preparing quarterly fact sheets

  •  Participating in conference calls/meetings with managers and preparing notes

  •  Maintaining manager meeting logs, notes, questionnaires, and investment risk matrices

  •  Assisting with group presentations to clients, prospects and other

  •  Maintaining client account and asset logs, annual reviews and other reports as necessary

  •  Liaising with Client Advisors and Wealth Advisors on ad hoc requests

  •  Help with projects related to the internal sustainable strategy and finding investment solutions in the sustainable space

Job Qualifications

  •  Bachelor’s Degree required

  •  Preferably 1 to 2 years in an investment banking analyst, consulting, or investment management role

  •  Passion for and deep interest in financial markets and investing

  •  Excellent analytical and quantitative skills, particularly as it relates to financial markets and statistics

  •  Proficiency with MS Excel, Word, and PowerPoint required; FactSet and eVestment experience preferred

  •  Detail-orientation is essential

  •  Effective organizational skills (able to handle multiple priorities)

  •  Clear written and oral communication skills

The base salary range for this position is $75,000.00 - $80,000.00. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

In addition, this position may be eligible for a discretionary incentive based on individual and company performance.

Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.

Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

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