Portfolio Management/Brooklyn Bridge Team

Franklin Templeton • New York, NY

1d • $31 • Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth. Fiduciary Trust International delivers wealth management solutions for High net worth (HNW) clients, including individuals and families. We are part of Franklin Templeton, one of the largest investment firms in the world, which enables us to combine a personalized experience with access to sophisticated research and investment solutions. Fiduciary Trust International is hiring a full-time portfolio management intern to work out of our Midtown Manhattan office this summer. The intern will work with our Portfolio Managers on a variety of investment management tasks related to portfolio construction and asset allocation.

Requirements

• A rising junior or senior, seeking a bachelor’s degree in Finance, Economics or related area.
• Strong written, communication and interpersonal skills with the ability to work effectively with a wide variety of senior investment leaders.
• Strong presentation skills with the ability to articulate investment policy views and current market conditions.
• Ability to work collaboratively in a peer-to-peer and team environment.
• Ability to communicate research findings and investment views through regular meetings, reports, emails and one-on-one direct exchanges.
• Strong ability to multi-task and prioritize projects.
• Excellent attention to detail and follow-through.
• Working knowledge — Microsoft Office Suite, FactSet and/or Bloomberg.

Responsibilities

• Conduct regular account reviews with Portfolio Managers and suggest appropriate actions to uphold asset allocation and portfolio construction views.
• Provide research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations – This may include providing research meeting notes and coordinating meetings with external Analysts and/or company management.
• Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings.
• Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data.
• Provide cash flow analysis and wealth projections.

Benefits

• competitive hourly pay of $31 (dependent on location and function) USD per hour
• total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation
• tools, resources, and learning opportunities to help them excel in their career and personal life

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 5,001-10,000 employees