Associate Equity Analyst – indeed jobs seattle in New York

Job Description

A multi-billion long-only, large-cap equity fund is seeking an Associate Equity Analyst to join our team of dedicated investment professionals. Our investment approach is long-term and fundamentally driven, with a focus on outperforming the S&P 500 by identifying competitively advantaged companies that generate high returns on capital and growing cash flows.

This position works closely with senior investment professionals, including the portfolio manager, providing exposure to high-level decision-making processes. In addition to working with the immediate team, analysts will have the opportunity to collaborate with other equity and investment teams across the investment department, reflecting our strong collaborative culture. This role offers high visibility and career growth within a dynamic and inclusive environment.

Responsibilities

• Perform bottom-up fundamental analysis, primarily focused on healthcare, with potential to expand into other sectors.
• Analyze company performance, industry trends, and macroeconomic factors to generate actionable investment insights.
• Prepare detailed research reports on existing portfolio holdings and companies under consideration.
• Collaborate with team members to gather data and create internal and external presentation materials.
• Be a proactive team player, ready to assist in ad-hoc research projects, support technology initiatives, and contribute to other firm-wide projects as needed.

Qualifications:

• Bachelor’s degree with 1-4 years of experience in equity research (buy-side or sell-side).
• Strong research skills, including proficiency in both primary and secondary data analysis.
• Excellent quantitative, verbal, and written communication skills.
• Ability to multi-task, work independently, and collaborate effectively within teams.
• Experience in or covering the healthcare industry is a plus.

About Bessemer Trust
Bessemer Trust is a leading multifamily office, overseeing more than $200 billion in assets for 3,000 individuals and families of substantial wealth. Its 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.

Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.

Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer’s adherence to putting clients’ interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts

• For 117 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York’s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm’s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust’s history, click here.
• To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits

We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:

• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.