Sr. Investment Associate

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 Investment Associate

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. 

How You Will Add Value 

Core Responsibilities – • You will conduct regular account reviews with Portfolio Managers and recommend appropriate actions  • You will monitor portfolios 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 will participate in 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 will monitor portfolios for policy consistency, allocation targets, and model expectations  • You will document portfolio review items, exceptions, client-directed positions, and concentration reviews  • You will maintain documentation 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 construction methodology 

Teams & Collaboration  – • You will assist Portfolio 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 will assist with security analysis, manager research, reviews, and investment projects 

What Will Help You Be Successful in This Role 

Experience, Education & Certifications – • Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) preferred  • 5+ years of relevant experience  in investment management, wealth management, trust, or financial services   • Experience participating in client meetings, presenting investment recommendations, and 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  • Proficiency with investment, reporting, and research platforms such as Bloomberg, FactSet, Morningstar, and other tools 

Soft Skills – • 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 

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 rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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 / bereaveme

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