Senior Portfolio Manager

About this role

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, you’ll get exposed to different cultures, people, and business development happening around the world.

Senior Portfolio Manager

Fiduciary Trust International is hiring a Senior Portfolio Manager to join the team in Radnor, PA (Greater Philadelphia Area).

The Sr. Portfolio Manager (PM) develops and implements overall client portfolio investment strategy, as well as selection of equity, fixed income, or funds for a highly customized book of business.  Client portfolios may range from balanced portfolios, multi-asset class to single asset class portfolios. The PM will profile clients to determine their goals and investment objectives and will have responsibility to implement and execute our firm’s investment policy and broad investment strategies, including asset allocation and recommended securities and various investment vehicles.  This requires the monitoring of global macro events and assessing the implications on global financial markets to make investment decisions for clients. 

The PM evaluates research information to make decisions on individual stocks for client portfolios with an after-tax approach. A strong understanding of fixed income securities as well as other financial securities is required, in order to evaluate relative value and build investment portfolios to meet client objectives in an after-tax framework.  In working with high-net-worth clients (HNW), an understanding of tax, trust, and estate planning knowledge is important.  The PM works with a team to provide additional services for clients, including financial planning, tax, trust, and estate services to build client relationships for diverse clients, including domestic and international individuals, families, and foundations.  The role requires working with our business development team to strategize approach in acquiring new business. Fiduciary Trust is a highly collaborative firm that brings together all levels of expertise to support our client relationships. Our culture is built on our commitment to delivering dynamic, proactive, and excellent client service and outcomes at all levels of the relationship. 

Key Responsibilities:

Investment Management – • Develop and implement broad investment strategy:  Develop client profiles and investment objectives while monitoring global macro events and assessing the implications on global financial markets.

• Assess and analyze portfolio returns & risk to rebalance as needed on an after-tax basis.

• Determine absolute and relative valuations of investment securities in client portfolios. Integrate both global macro and market valuation into a well-defined investment view, rationale, strategy, and portfolio construction applied across a diverse client base.

• Manage assigned accounts according to specific client investment objectives and constraints including idea generation; the execution and the monitoring of the assets held in the portfolio to ensure maximization of portfolio performance; and through marketing efforts, make presentations to existing clients, prospective clients, and referral sources.

• Interface with the strategy teams and research groups to understand and implement the firm’s recommendations; monitor cash balances; review portfolio investment results; communicate strategy and results to clients.

Client Servicing – • Manage and oversee a highly customized dedicated book of business.

• Articulate current economic and market views, outlook, portfolio positioning and construction.

• Create presentation materials, providing clients with an understanding of the investment strategy and returns for their portfolios.

• Articulate the firm’s overall capabilities, philosophy, and approach generally, including asset allocation, equity, fixed income, alternative assets, and related manager selection processes.

• Work with business development teams to cultivate new business for the firm. Foster client additions by providing added value and building strong relationships.

Ideal Qualifications: • Bachelor's degree required. Advanced degree and certifications preferred (i.e. CFA, CFP and/or MBA)

• 10 + years' finance experience required

• Minimum 5 years' portfolio management and investment research experience required

• Experience serving as a Portfolio Manager and Relationship Manager, working with a team to provide excellent service to clients (individuals and multi-generational families)

• Superior communication skills

• Excellent analytical skills and strong attention to detail

• Willingness to travel to various client and business locations

Learn More:   Click below to learn more about us – • The Story of Fiduciary Trust International

Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with ba

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