Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · Hybrid
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · Remote OK
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Tempe, Arizona, United States · On-site
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Dallas, Texas, United States · Hybrid
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · On-site
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Dallas, Texas, United States · Hybrid
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Dallas, Texas, United States · On-site
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Brisbane, California, United States · Hybrid
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Dallas, Texas, United States · On-site
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The intern will support wealth advisory teams with portfolio analysis, reporting, and client meeting preparation. They will also collaborate with various specialists across the firm to assist in managing complex, multigenerational wealth for high-net-worth clients.
Candidates must be currently pursuing a Bachelor's degree and be a rising senior. Strong analytical skills, proficiency in Microsoft Office, and a keen interest in private wealth management are required.
Description:
The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory professionals serving high-net-worth and ultra-high-net-worth individuals and families. Throughout the internship, the intern will gain exposure to Bessemer Trust’s integrated approach to wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development.
The internship will provide hands-on experience in areas including asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis, client communication, cash management, reporting, and client and prospective client presentations. The internship will culminate in a capstone presentation to senior management focused on bringing together the various aspects of wealth advisory.
The Client Advisory Intern will also be trained in the use of proprietary and licensed software and databases.
Wealth Advisory Responsibilities:
Client Advisory Responsibilities:
Qualifications:
Compensation: $40-$45 per hour depending on grade level and work experience
The Bessemer Trust Internship Program:
Our summer internship program offers real world experience working side-by-side with experts from departments and offices across our firm. Working within your designated team, you will manage individual and group projects, interact with senior leaders, network with fellow interns, and attend a variety of career development sessions virtually and in person at our New York headquarters. Throughout the program, you will receive ongoing coaching and guidance from your supervisor to support your development, help you navigate your responsibilities, and set you up for success.
Company Information and Culture:
Bessemer Trust is a family office, overseeing $250 billion in assets for over 3,000 individuals and families of substantial wealth. Its more than 1,300 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:
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.
Expert advice and personal service for every part of your financial life.
Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.
Offices: 1271 Avenue of the Americas, New York, New York 10020, US · 3455 Peachtree Road, N.E., Suite 850, Atlanta, Georgia 30326, US · Two International Place, 22nd Floor, Boston, Massachusetts 02110-4104, US · 70 West Madison Street, Chicago, Illinois 60602, US · 300 Crescent Court, Suite 800, Dallas, Texas 75201, US
Based on 626 listings with disclosed salaries, most data & analytics jobs in Dallas, TX pay between $65k–$185k per year. Individual offers vary with seniority, company size, and specialization.
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