Sr. Investment Associate

Franklin Templeton•New York, NY

8d•$125,000 - $135,000•Hybrid

About The Position

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 and maintaining high-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting, and fiduciary review processes while working closely with investment professionals and internal partners.

Requirements

5+ years of relevant experience in investment management, wealth management, trust, or financial services
Demonstrated ability to contribute beyond portfolio administration and execution, including participation in portfolio strategy discussions, client communications, and relationship management
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
Proficiency with investment, reporting, and research platforms such as Bloomberg, FactSet, Morningstar, and other tools
Excellent written, verbal, presentation, and interpersonal communication skills
Ability to prioritize multiple responsibilities while maintaining accuracy, attention to detail, and follow-through
Collaborative working style and ability to build strong relationships across multiple disciplines and business functions

Nice To Haves

Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) preferred
Experience participating in client meetings, presenting investment recommendations, and supporting the management of client relationships preferred

Responsibilities

Conduct regular account reviews with Portfolio Managers and recommend appropriate actions
Monitor portfolios for allocation drift, cash balances, risk exposures, concentrated positions
Support rebalancing, cash deployment, withdrawals, policy changes, portfolio maintenance
Prepare recommended trades for Portfolio Manager review and strategy implementation
Prepare portfolio analytics, performance reports, attribution analysis, and presentation materials
Support Investment Policy Statement maintenance across firm systems
Participate in client meetings, contributing portfolio updates and investment recommendations
Manage or co-manage smaller accounts under Portfolio Manager supervision
Interpret performance, market developments, and allocation decisions for client communications
Monitor portfolios for policy consistency, allocation targets, and model expectations
Document portfolio review items, exceptions, client-directed positions, and concentration reviews
Maintain documentation standards supporting regulatory, compliance, and internal control requirements
Support portfolio strategy through surveillance, investment analysis, and market monitoring
Develop understanding of asset allocation views and portfolio construction methodology
Assist Portfolio Managers with agendas, correspondence, and investment reviews and respond to client inquiries
Coordinate with partners on performance measurement, benchmarks, and composite reporting
Articulate investment strategy, portfolio positioning, and firm viewpoints
Assist with security analysis, manager research, reviews, and investment projects

Benefits

annual discretionary bonus
401(k) plan with a generous match
recognition rewards
competitive healthcare options
insurance
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)
motivational wellbeing program