Sr. Investment Associate

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. 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 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.

Fiduciary Trust International is hiring a Sr. Investment Associate to join the New York NY office. The Sr. Investment Associate supports Portfolio Managers in delivering investment management solutions andmaintaininghigh-quality client service. This role contributes to portfolio oversight investment implementation client reporting and fiduciaryreview processeswhile working closely with investment professionals and internal partners.

Core Responsibilities

• You will conduct regular account reviews with Portfolio Managers and recommendappropriate actions
• You willmonitorportfolios for allocation drift cash balances risk exposures concentrated positions
• You will support rebalancing cash deployment withdrawals policy changes portfolio maintenance
• You will prepare recommended trades for Portfolio Manager review and strategy implementation
• You will prepare portfolio analytics performance reports attribution analysis and presentation materials
• You will support Investment Policy Statement maintenance across firm systems
• You willparticipatein client meetings contributing portfolio updates and investment recommendations

Strategic Responsibilities

• You will manage or co-manage smaller accounts under Portfolio Manager supervision
• You will interpret performance market developments and allocation decisions for client communications
• You willmonitorportfolios for policy consistency allocation targets and model expectations
• You will document portfolio review items exceptions client-directed positions and concentration reviews
• You willmaintaindocumentation standards supporting regulatory compliance and internal control requirements
• You will support portfolio strategy through surveillance investment analysis and market monitoring
• You will develop understanding of asset allocation views and portfolio constructionmethodology

Teams & Collaboration

• You willassistPortfolio Managers with agendas correspondence and investment reviews and respond to client inquiries
• You will coordinate with partners on performance measurement benchmarks and composite reporting
• You will articulate investment strategy portfolio positioning and firm viewpoints
• You willassistwith security analysis manager research reviews and investment projects

Experience Education & Certifications

• Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) or Master of Business Administration (MBA) preferred
• 5 years of relevant experienceininvestment management wealth management trust or financial services
• Experienceparticipatingin client meetings presenting investment recommendationsand supporting the management of client relationships preferred
• Demonstrated ability to contribute beyond portfolio administration and execution including participation in portfolio strategy discussions client communications and relationship management

Technical Skills

• Strong investment acumen across asset allocation portfolio construction performance analysis and wealth management concepts
• Ability to communicate investment recommendations portfolio positioning and market developments
• Strong analytical and problem-solving skills; ability to evaluate both quantitative and qualitative information
• Proficiencywith investment reporting and research platforms such as Bloomberg FactSet Morningstarand other tools

Soft Skills

• Excellent written verbal presentation and interpersonal communication skills
• Ability to prioritize multiple responsibilities whilemaintainingaccuracy attention to detail and follow-through
• Collaborative working style and ability to build strong relationships across multiple disciplines and business functions

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

• Fiduciary Trust International
• The Story of Fiduciary Trust International

Compensation: 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 annual salary for this position to range between $125000 - $140000 depending on level of relevant experience plus discretionary bonus.

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