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Job description
Senior Investment Associate – Bessemer Securities Corporation
About Bessemer Securities Corporation
Founded in 1911, Bessemer Securities Corporation (BSC) is a private family investment company owned by descendants of Henry Phipps. BSC engages in a variety of investment activities on behalf of its owners, with investments spanning private equity, venture capital, hedge funds and a variety of public equity and fixed income securities.
Job Overview
BSC is seeking a Senior Investment Associate with broad public and private markets experience to join its investment team and report directly to the Chief Investment Officer (CIO). As a key member of a small, collaborative team at a leading family office, the Senior Investment Associate will support the full investment process, including sourcing and screening opportunities, evaluating investment strategies, conducting due diligence, developing financial and portfolio analyses, monitoring existing investments, and preparing board and other related investment materials.
The ideal candidate is intellectually curious, analytical, discreet, and committed to long-term investing. The role requires strong quantitative and qualitative skills, sound judgment in assessing risk, and the ability to translate high-level investment strategy into detailed analysis. The Senior Investment Associate will work closely with the CIO, contribute actively to investment discussions, and communicate complex ideas clearly and concisely. The successful candidate must be comfortable working as a self-starter who thrives in an entrepreneurial, small team environment. The role requires close collaboration with colleagues across Finance, Operations, Legal, and Technology to ensure alignment with the Company’s objectives.
Key Responsibilities And Objectives
Investment Research
Source, evaluate and lead execution on prospective investment opportunities across asset classes, strategies, sectors, and geographies
Conduct qualitative and quantitative diligence on managers, direct investments, co-investments, and thematic opportunities
Build models, performance analyses, market maps, and investment frameworks to support investment decisions
Prepare concise investment memoranda and presentations for the Board of Directors, management, CIO, and other senior stakeholders
Manager Monitoring
Oversee existing manager relationships with CIO, by conducting regular updates
Evaluate investment results relative to appropriate benchmarks, peer groups and underwriting expectations, including attribution of key return drivers and detractors
Identify emerging concerns, elevate material issues promptly and recommend appropriate actions, including additional diligence, changes in exposure or redemption
Portfolio Analysis
Work with the Finance, Operations, Technology and Investment team to develop and refine the critical tools and analytic frameworks to support asset allocation, risk management, performance attribution, and liquidity management
Evaluate portfolio results relative to policy benchmarks, strategic objectives and long-term return and risk expectations
Board Reporting
Drive the continuous improvement of regular and ad-hoc materials for management and the Board of Directors
Qualifications
Highest standards of ethics, integrity, confidentiality, and professional judgment
Minimum of 6-10 years of relevant investment experience at a family office, endowment, foundation or asset manager
Demonstrated ability to conduct rigorous investment research and synthesize qualitative and quantitative information into sound recommendations
Deep understanding of investment and financial theory, asset allocation, risk management, portfolio construction, and alternative investment strategies
Demonstrated ability to work collaboratively across teams, build partnerships, and influence stakeholders at all levels
High degree of intellectual curiosity and a passion for investing
A strong existing network across investment managers, allocators, family offices, advisors, and other private market participants
Excellent written, verbal, and presentation skills, with the ability to communicate complex analysis clearly and succinctly
Familiarity with investment data providers and platforms such as Addepar, Arch, PitchBook, or similar tools
Bachelor’s degree required, strong credentials or a desire to pursue further credentials preferred (MBA/CFA/CAIA)
Benefits
eligible employees may participate in a 401(k) program with a generous profit-sharing contribution
medical
prescription dental
vision coverage
life insurance
disability coverage
paid holidays
vacation
sick time
subject to plan terms and Company policies
Salary
The base salary range for this position is $180,000 - $230,000 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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.