Investment Associate

Franklin Templeton; Atlanta (GA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Health insurance options

Education reimbursement

Paid time off and wellness programs

Job summary

Fiduciary Trust International, part of Franklin Templeton, seeks an Investment Associate to support Portfolio Managers in designing and managing client portfolios in line with investment policies and objectives. The role trains junior investment professionals pursuing wealth management careers.

You will construct portfolios, analyze tax-aware transitions, and execute trades, while collaborating with teams to monitor risk and performance. Atlanta, GA office four days a week.

Qualifications

• 1-5 years of relevant financial services experience.
• Foundational knowledge of markets, portfolio construction, asset allocation, and major asset classes.
• Strong Excel proficiency and familiarity with portfolio, trading, performance, accounting, and CRM systems.
• Experience with Charles River, Aladdin, or comparable platforms preferred.
• Strong analytical judgment and ability to translate portfolio, risk, performance, and market data.
• Client-focused mindset with strong attention to detail and risk awareness.
• Clear written and verbal communication with colleagues, clients, and prospects.
• Professional maturity, accountability, collaboration, independence, and intellectual curiosity.
• Interest in long-term wealth management growth and increasing portfolio and client responsibility.
• Ability to work out of our Atlanta, GA office four days per week.

Responsibilities

• Construct customized portfolios aligned with client objectives and constraints.
• Analyze incoming portfolios and recommend tax-aware transitions.
• Execute equity, fixed income, and fund trades with accurate allocations.
• Support tax-loss harvesting, gain/loss analysis, tax-lot management, and concentrated-position strategies.
• Monitor account activity, income, distributions, capital flows, and portfolio risks.
• Apply developing judgment to cash management, trade allocations, and portfolio implementation.
• Review portfolios and recommend rebalancing or tactical adjustments within guidelines.
• Prepare portfolio analytics, performance reports, cash-flow analyses, and long-term wealth projections.
• Interpret markets, economic developments, research, and firm views for portfolio implications.
• Independently manage smaller client accounts as experience increases.
• Partner with Portfolio Managers on portfolio decisions and client discussions.
• Prepare analyses, proposals, allocations, recommendations, and client materials.
• Present performance, positioning, and market perspectives in client meetings.
• Coordinate portfolio setup, benchmarks, and composites with teams.

Skills

Portfolio construction

Tax-aware transitions

Equity & fixed income trading

Portfolio risk analysis

Client-focused communication

Tools

Charles River

Aladdin

Job description

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.

Investment Associate

Fiduciary Trust International is hiring an Investment Associate to join our office located in Atlanta, GA. The Investment Associate 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

• You will construct customized portfolios aligned with client objectives, constraints, and firm market views.
• You will analyze incoming portfolios and recommend tax-aware transitions to firm investment strategies.
• You will execute equity, fixed income, and fund trades with accurate allocations.
• You will support tax-loss harvesting, gain/loss analysis, tax-lot management, and concentrated-position strategies.
• You will monitor account activity, income, distributions, capital flows, and portfolio risks.
• You will apply developing judgment to cash management, trade allocations, and portfolio implementation.

Strategic Responsibilities

• You will review portfolios and recommend rebalancing or tactical adjustments within established guidelines.
• You will prepare portfolio analytics, performance reports, cash-flow analyses, and long-term wealth projections.
• You will interpret markets, economic developments, research, and firm views for portfolio implications.
• You will independently manage smaller client accounts as experience and proficiency increase.

Teams & Collaboration

• You will partner with Portfolio Managers on portfolio decisions, performance insights, and client discussions.
• You will prepare customized analyses, proposals, allocations, recommendations, and client presentation materials.
• You will progressively present performance, positioning, market perspectives, and recommendations in client meetings.
• You will coordinate portfolio setup, benchmarks, and composites with performance and client service teams.

What Will Help You Be Successful

• 1-5 years of relevant financial services experience
• Foundational knowledge of markets, portfolio construction, asset allocation, and major asset classes
• Strong Excel proficiency and familiarity with portfolio, trading, performance, accounting, and customer relationship management (CRM) systems
• Experience with Charles River, Aladdin, or comparable platforms preferred
• Strong analytical judgment and ability to translate portfolio, risk, performance, and market data
• Client-focused mindset with strong attention to detail and risk awareness.
• Clear written and verbal communication with colleagues, clients, and prospects.
• Professional maturity, accountability, collaboration, independence, and intellectual curiosity.
• Interest in long-term wealth management growth and increasing portfolio and client responsibility.
• Ability to work out of our Atlanta, GA office four days per week

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 / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $90,000 - $100,000, depending on level of relevant experience, plus discretionary bonus. #Associate

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.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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