Bessemer Trust
Real Assets Investments
Bessemer Trust, New York, New York, us, 10261
Job Summary:
Bessemer is seeking a thoughtful, inquisitive investment professional with private markets investment experience to join its Real Assets team. This team is primarily responsible for allocating the capital of our real assets-dedicated partnerships on behalf of clients. The successful candidate will exhibit a clear interest in the team's areas of research, which focus broadly on the infrastructure, natural resources, and real estate asset classes, as well as decarbonization-themed investments in venture capital and private equity. This individual will be responsible for sourcing external managers across private markets and leading investment due diligence on funds, co-investments, and direct investments. The professional will present findings and recommendations to an investment committee consisting of senior Bessemer professionals and will contribute towards preparing and delivering presentations periodically to Board members, clients, and colleagues. The individual will report to the Director of Real Assets.
Primary Responsibilities: Assist the Director of Real Assets in overseeing Bessemer's real assets program Source and screen compelling investment opportunities offered by institutional-quality managers that actively invest in private markets, with a focus in real assets Complete investment due diligence on funds, co-investments, and direct investments, including preparation of investment committee materials and presentation of findings and recommendations Conduct careful and thoughtful investment research and fundamental analysis that considers the future of global economies and capital markets Interpret and build quantitative models to support decision making and presentations related to transactions, portfolios, and reporting Lead coordination with operational due diligence, legal, finance, and tax teams to support investment due diligence Oversee day-to-day activities of a subset of funded managers within Bessemer's real assets program Contribute to investor-related reporting, capital raising, and client and advisor communications, including presentations, performance updates, and marketing materials Network and develop lasting relationships with external managers, intermediaries, limited partners, and other leaders in the field of private markets Interact occasionally with clients and frequently with colleagues across Bessemer Travel for and participate in manager's annual general meetings, onsite due diligence meetings, and industry conferences and events Qualifications:
Bachelor's degree required Master's degree preferred, industry-related certifications (CFA, CAIA) a plus 5 to 8 years of relevant investment or related experience, including 2-3 or more years of experience researching managers in private markets Demonstrated investment experience preferred in the infrastructure, natural resources (including energy), and/or real estate asset classes Knowledge of the real assets manager universe preferred Co-investment or direct investment underwriting experience preferred with demonstrated quantitative skills, valuation analysis, and transaction modeling experience Effective communicator with excellent written and oral communication skills Collaborative team member who works with colleagues to achieve organizational goals; supports final group decisions, even when such decisions may not reflect own position; and shares credit for team accomplishments Demonstrates professionalism, integrity, accountability, and ability to multitask and observe deadlines Research and tech savvy; strong proficiency in Microsoft suite; familiarity with financial and record management tools such as Albourne, Burgiss, Cobalt, Dynamo, FactSet, PitchBook a plus Travel approximately 15% of the year
The base salary range for this position is $130K - $170K. 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 bonus 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 covering and paid holidays, vacation, and sick days.
Bessemer is seeking a thoughtful, inquisitive investment professional with private markets investment experience to join its Real Assets team. This team is primarily responsible for allocating the capital of our real assets-dedicated partnerships on behalf of clients. The successful candidate will exhibit a clear interest in the team's areas of research, which focus broadly on the infrastructure, natural resources, and real estate asset classes, as well as decarbonization-themed investments in venture capital and private equity. This individual will be responsible for sourcing external managers across private markets and leading investment due diligence on funds, co-investments, and direct investments. The professional will present findings and recommendations to an investment committee consisting of senior Bessemer professionals and will contribute towards preparing and delivering presentations periodically to Board members, clients, and colleagues. The individual will report to the Director of Real Assets.
Primary Responsibilities: Assist the Director of Real Assets in overseeing Bessemer's real assets program Source and screen compelling investment opportunities offered by institutional-quality managers that actively invest in private markets, with a focus in real assets Complete investment due diligence on funds, co-investments, and direct investments, including preparation of investment committee materials and presentation of findings and recommendations Conduct careful and thoughtful investment research and fundamental analysis that considers the future of global economies and capital markets Interpret and build quantitative models to support decision making and presentations related to transactions, portfolios, and reporting Lead coordination with operational due diligence, legal, finance, and tax teams to support investment due diligence Oversee day-to-day activities of a subset of funded managers within Bessemer's real assets program Contribute to investor-related reporting, capital raising, and client and advisor communications, including presentations, performance updates, and marketing materials Network and develop lasting relationships with external managers, intermediaries, limited partners, and other leaders in the field of private markets Interact occasionally with clients and frequently with colleagues across Bessemer Travel for and participate in manager's annual general meetings, onsite due diligence meetings, and industry conferences and events Qualifications:
Bachelor's degree required Master's degree preferred, industry-related certifications (CFA, CAIA) a plus 5 to 8 years of relevant investment or related experience, including 2-3 or more years of experience researching managers in private markets Demonstrated investment experience preferred in the infrastructure, natural resources (including energy), and/or real estate asset classes Knowledge of the real assets manager universe preferred Co-investment or direct investment underwriting experience preferred with demonstrated quantitative skills, valuation analysis, and transaction modeling experience Effective communicator with excellent written and oral communication skills Collaborative team member who works with colleagues to achieve organizational goals; supports final group decisions, even when such decisions may not reflect own position; and shares credit for team accomplishments Demonstrates professionalism, integrity, accountability, and ability to multitask and observe deadlines Research and tech savvy; strong proficiency in Microsoft suite; familiarity with financial and record management tools such as Albourne, Burgiss, Cobalt, Dynamo, FactSet, PitchBook a plus Travel approximately 15% of the year
The base salary range for this position is $130K - $170K. 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 bonus 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 covering and paid holidays, vacation, and sick days.