Equity Intern

Overview

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.

• 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.

• 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 Fact Set a plus.
• Ability to multi-task and work collaboratively on a small team.

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.

• 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, .
• To learn more about Bessemer Trust, .

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

Compensation: 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.