Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for highnetworth and ultra highnetworth individuals and families family offices endowments foundations and institutions. Unlike other firms our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is always in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton a diversified firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.

Position Summary:

Our team is hiring an Investment Reporting Analyst to join the Advisory Solutions Group (ASG) in either New York NY or Lincoln MA. The ASG team works with ultrahigh net worth and institutional clients to create custom multiasset class investment portfolios offering clients a full suite of investment advisory services. The candidate will support custom investment and portfolio reporting and data reconciliation efforts while gaining exposure to the full portfolio management reporting and data management process. The candidate will assist our Investment Associates and Portfolio Managers in developing preparing and maintaining custom client reports and investment analysis including data gathering aggregation and quality control activities.

Candidates should have a desire to explore the investment management business and must be highly organized and detailoriented. Recent college graduates and/or professionals with 12 years experience are encouraged to apply. Ideal candidates may have previous investment accounting or reporting experience through their current role or past internships but it is not a requirement.

What are the ongoing responsibilities of a Reporting Analyst

• Maintain develop and produce monthly and quarterly custom investment performance reports for clients. Partner with Investment Associates and Portfolio Managers to ensure report parameters and data integrity is met for existing and new reports and take ownership of the process leading to successful outcomes

• Assist with monthly and quarterly cashflow reconciliation workflows

• Review performance data for hedge funds and other alternative investments

• Identify workflow/system efficiency improvements and work with colleagues to enact change

• Perform quality assurance on clients performance reports and work with Investment Associates and PMs to understand client needs leading to client satisfaction

• Coordinate and complete special adhoc projects as requested

What ideal qualifications skills & experience would help someone to be successful

• Bachelors Degree

• 02 years experience in financial services; will consider recent college grads with intern experience

  • Experience with investment reporting through internships or fulltime roles is a plus

• An analytical mindset and interest in the markets and muticlass investment portfolios

• Excellent attention to detail and strong communication skills

• Highly organized and processdriven

• Ability to manage competing demands and meet client deadlines

• Microsoft Office experience especially Excel

• Selfstarter with the ability to be persistent and thorough in solving problems

• Ability to maintain confidentiality and handle sensitive client account information

• Disciplined work ethic and ability to work independently and as a part of a team

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetarydesigned to support the whole person and to recognize their time talents and results. Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location jobrelated knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $70k $85k per year plus bonus opportunity.

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