Job Description
The Summer 2027 Equity internship role is an exciting opportunity to gain practical, hands-on equity research experience and career-building mentorship. The individual will work closely with a small team of investment professionals and portfolio managers who employ a bottom-up fundamental framework to assess a company's competitive advantages and are committed to a rigorous, results-oriented investment process. Candidates should have a high degree of intellectual curiosity, excellent academic credentials, possess strong research, writing skills and effective communication skills and an interest in pursuing a career in equity investing post-graduation. Moreover, candidates should have a demonstrated ability to use primary and secondary data sources when researching investment opportunities. Bessemer's equity teams are built with the goal of providing the best platform for performance and long-term career growth. 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. You will manage individual and group projects, interact with senior leaders, and attend a variety of career development sessions. You will also network with fellow interns in-person and virtually, as well as during our intern days held in our New York headquarters. This 10-week program is designed to mimic the experience of a full-time employee, providing an opportunity to build subject matter expertise and enhance your career at Bessemer and beyond. Primary Responsibilities: Dissecting and understanding companies, industries, and their value chains. Developing and sharing investment insights and delivering research conclusions. Building and maintaining financial models including forecasts and valuation-based screening capabilities. Engaging with management teams, consultants, analysts, and industry experts. Be a proactive team player, ready to assist in ad-hoc research projects. Qualifications: Actively Pursuing Bachelor's Degree (Expected graduation May 2028). Excellent quantitative, verbal, and written communication skills. Advanced knowledge of Microsoft Office products to include Outlook, Power Point, Excel, and Word. Proficiency using FactSet a plus. Ability to multi-task and work collaboratively on a small team. Company Information and Culture: Bessemer Trust is a family office, overseeing more than $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: For 119 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. Primary Responsibilities: Software Development: Assist in the design, development, and testing of software applications. This includes coding, debugging, and collaborating with team members on software solutions. Collaboration: Work closely with cross-functional teams including business analysts, testers and business areas directly to understand requirements and deliver high-quality software. Problem Solving: Analyze and troubleshoot software issues, identifying and implementing solutions in a tim