Senior Portfolio Manager - Investment Management
Senior Portfolio Manager - Investment Management
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Job Description
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 high-net-worth and ultra high-net-worth 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 Overview:
Fiduciary Trust International is hiring a Senior Portfolio Manager to join the team in Radnor PA (Greater Philadelphia Area).
The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy as well as selection of equity fixed income or funds for a highly customized book of business. Client portfolios may range from balanced portfolios multi-asset class to single asset class portfolios. The PM will profile clients to determine their goals and investment objectives and will have responsibility to implement and execute our firms investment policy and broad investment strategies including asset allocation and recommended securities and various investment vehicles. This requires the monitoring of global macro events and assessing the implications on global financial markets to make investment decisions for clients.
The PM evaluates research information to make decisions on individual stocks for client portfolios with an after-tax approach.A strong understanding of fixed income securities as well as other financial securities is required in order to evaluate relative value and build investment portfolios to meet client objectives in an after-tax framework. In working with high-net-worth clients (HNW) an understanding of tax trust and estate planning knowledge is important. The PM works with a team to provide additional services for clients including financial planning tax trust and estate services to build client relationships for diverse clients including domestic and international individuals families and foundations. The role requires working with our business development team to strategize approach in acquiring new business. Fiduciary Trust is a highly collaborative firm that brings together all levels of expertise to support our client relationships. Our culture is built on our commitment to delivering dynamic proactive and excellent client service and outcomes at all levels of the relationship.
Key Responsibilities:
Investment Management
Develop and implement broad investment strategy: Develop client profiles and investment objectives while monitoring global macro events and assessing the implications on global financial markets.
Assess and analyze portfolio returns & risk to rebalance as needed on an after-tax basis.
Determine absolute and relative valuations of investment securities in client portfolios. Integrate both global macro and market valuation into a well-defined investment view rationale strategy and portfolio construction applied across a diverse client base.
Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts make presentations to existing clients prospective clients and referral sources.
Interface with the strategy teams and research groups to understand and implement the firms recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients.
Client Servicing
Manage and oversee a highly customized dedicated book of business.
Articulate current economic and market views outlook portfolio positioning and construction.
Create presentation materials providing clients with an understanding of the investment strategy and returns for their portfolios.
Articulate the firms overall capabilities philosophy and approach generally including asset allocation equity fixed income alternative assets and related manager selection processes.
Work with business development teams to cultivate new business for the firm. Foster client additions by providing added value and building strong relationships.
Ideal Qualifications:
Bachelors degree required. Advanced degree and certifications preferred (i.e. CFA CFP and/or MBA)
Minimum of 10 years investment or finance experience required
Minimum of 5 years portfolio management & investment research experience required
Experience serving as a Senior Portfolio Manager and Relationship Manager working with a team to provide excellent service to clients to include high-net-worth individuals
Knowledge of the investment industry along with ability to analyze interpret and present statistics in written and oral presentations
Superior communication skills
Excellent analytical skills and strong attention to detail
Willingness to travel to various client and business locations
Learn More: Click below links to learn more about Fiduciary Trust International
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $175k-$250k depending on level of relevant experience plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
Manager
Employment Type
Full-Time
