Investment Associate (Portfolio Management)

Investment Associate

Fiduciary Trust International is hiring an Investment Associate to join our office located at One Madison Avenue. The Investment Associate (IA) serves as a key partner to Portfolio Managers in all aspects of the investment process, including the design, execution, and ongoing management of client portfolios in alignment with the firm's investment policies and client-specific objectives. The role is expected to serve as training for junior investment professionals who are interested in developing a career in wealth management.

Core Responsibilities :

• Collaborate with Portfolio Managers to define client investment goals and strategies
• Execute trades and ensure accurate allocations per Portfolio Manager instructions
• Conduct account reviews and recommend rebalancing or tactical adjustments
• Prepare portfolio analytics and performance reports for client discussions
• Assist in developing client-facing materials and proposal content
• Monitor portfolios for risk factors and compliance issues
• Support portfolio setup with benchmarks and performance composites

Strategic Responsibilities :

Teams & Collaboration :

What Will Help You Be Successful in This Role :

Experience and Education :

Technical Skills :

Soft Skills :

This role requires on-site presence three to four days per week (One Madison Avenue, NYC).

Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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 / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $90k - $100k, depending on level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.