Equity Intern

Bessemer Trust

Posted 2 days ago

Internship

New York, New York

In Person

Smart Summary

Primary responsibilities involve dissecting companies and industries, developing investment insights, and building financial models including forecasts and valuation-based screening capabilities. The intern will also engage with management teams and assist in ad-hoc research projects.

We are seeking a highly motivated Equity Intern with excellent academic credentials and strong research, writing, and communication skills. The ideal candidate will be actively pursuing a Bachelor’s degree with an expected graduation date in May 2028 and possess an interest in equity investing. Proficiency in Microsoft Office products and familiarity with FactSet are preferred.

Must Have Skills for ATS

Equity Research

Investment Analysis

Financial Modeling

Valuation

Research

Writing

Communication

Data Analysis

Quantitative Skills

Microsoft Office

Outlook

Power Point

Excel

Word

FactSet

Collaboration

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 timely manner.
  • Code Reviews: Participate in code reviews to ensure code quality, adherence to best practices, and continuous learning.

Qualifications:

  • Education: Currently pursuing a degree in Computer Science, Software Engineering, or a related field.
  • Programming Skills: Proficiency in at least one programming language such as Python, Java, C#, or JavaScript.
  • Knowledge: Basic understanding of software development principles, data structures, algorithms, and object-oriented programming.
  • Analytical Skills: Strong problem-solving skills and the ability to work with complex technical concepts.
  • Attention to Detail: High level of accuracy and attention to detail in all work tasks.
  • Knowledge of one or more of the following:
  • Web development frameworks (e.g., React or Angular).
  • Database systems (e.g., SQL, PostgreSQL, or MongoDB).
  • Version control systems (e.g., Git).
  • Cloud platforms (e.g., AWS, Azure) is a plus.
  • Experience or interest in generative AI technologies is a plus 

What We Offer:

  • Hands-on experience with real-world projects.
  • Mentorship and guidance from experienced software engineers.
  • Exposure to the financial services industry and wealth management.
  • Networking opportunities within the firm.

The hourly rate for this position ranges from $35.00 - $40.00. Hourly rates will vary and will be based on various factors.

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.

Bessemer Trust

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.

Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria