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 dynamic 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

Fiduciary Trust International is hiring an Investment Associate to join our office located at One Madison Avenue. The Investment Associate (IA) serves as a key partner to Portfolio Managers in all aspects of the investment process including the design execution and ongoing management of client portfolios in alignment with the firms investment policies and client-specific objectives. The role is expected to serve as training for junior investment professionals who are interested in developing a career in wealth management.

How You Will Add Value

Core Responsibilities:

• You will collaborate with Portfolio Managers to define client investment goals and strategies

• You will execute trades and ensure accurate allocations per Portfolio Manager instructions

• You will conduct account reviews and recommend rebalancing or tactical adjustments

• You will prepare portfolio analytics and performance reports for client discussions

• You will assist in developing client-facing materials and proposal content

• You will monitor portfolios for risk factors and compliance issues

• You will support portfolio setup with benchmarks and performance composites

Strategic Responsibilities:

• You will independently manage smaller client accounts under firm guidelines

• You will conduct cash flow analyses and long-term wealth projections

• You will maintain awareness of client account activity for continuity

• You will assist in drafting and updating Investment Policy Statements (IPS)

• You will make informed decisions in cash management and discretionary actions

• You will contribute to client servicing and trade allocation strategies

• You will apply investment knowledge to support portfolio integrity and growth

Teams & Collaboration:

• You will work closely with Portfolio Managers and Client Service Administrators

• You will collaborate with the Performance Measurement team for accurate reporting

• You will support cross-functional efforts in client servicing and investment strategy

• You will engage with internal teams to ensure compliance and portfolio alignment

• You will contribute to meetings and discussions with clients and prospects

• You will coordinate with team members to maintain high service standards

• You will communicate insights across departments to inform investment decisions

What Will Help You Be Successful in This Role

Experience and Education:

• Bachelors degree in Finance Economics Accounting or a quantitative field is required

• 15 years in wealth management asset management or related financial services

• Experience in a fiduciary environment is a plus

• Progress toward or completion of the CFA designation desirable

Technical Skills:

• Foundational understanding of financial markets asset classes and trade execution/allocation processes

• Ability to conduct portfolio analytics performance reporting and cash flow projections

• Proficient in calculating and interpreting key investment metrics

• Strong proficiency in Microsoft Excel for data analysis and modeling

• Working knowledge of portfolio management/trading systems (e.g. Charles River Aladdin) and CRM software

• Strong technological knowledge of tools like FactSet Bloomberg Thomson Reuters Eikon Morningstar Direct

Soft Skills:

• Excellent written and verbal communication skills

• Ability to translate complex investment data into clear client-facing reports and materials

• Demonstrated attention to detail and portfolio compliance monitoring

• High level of professional maturity independence and accountability

• Strong desire for a long-term career in wealth management

This role requires on-site presence three to four days per week (One Madison Avenue NYC).

Learn More: Click below to learn more about Fiduciary Trust International

• Fiduciary Trust International LinkedIn Company Page

• The Story of Fiduciary Trust International

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses 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 $90k - $100k depending on level of relevant experience plus discretionary bonus.

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