Sr. Investment Associate
About The Position
Fiduciary Trust International is a premier investment and wealth management firm committed 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, you’ll get exposed to different cultures, people, and business development happening around the world. 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
- Comprehensive benefits package
- Range of 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
