Senior Investment Associate

Franklin Templeton; Coral Gables (FL); On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Annual discretionary bonus

401(k) match

Employee stock investment program

Paid time off

Wellbeing program

Job summary

Fiduciary Trust International in Coral Gables, FL, seeks a Senior Investment Associate to support portfolio managers, deliver investment solutions, and maintain high-quality client service. You will contribute to oversight, implementation, reporting, and fiduciary review while collaborating with investment professionals and partners.

The role emphasizes client meetings, portfolio strategy, and maintaining documentation standards, with a strong focus on asset allocation, performance analysis, and

Qualifications

• 5+ years of investment management experience in wealth or financial services.
• Experience supporting portfolio strategy, client communications, and relationships.
• Participation in client meetings and presenting investment recommendations.

Responsibilities

• Conduct regular account reviews with Portfolio Managers.
• Monitor allocation, risk exposures, and policy compliance.
• Prepare trades, portfolio analytics, and client reporting.
• Assist with Investment Policy Statement maintenance.
• Coordinate performance measurement and benchmarks.

Skills

Investment management

Portfolio supervision

Client communication

Analytical thinking

Team collaboration

Education

CFP

CFA

MBA

Tools

Bloomberg

FactSet

Morningstar

Job description

Senior Investment Associate

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. 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.

Fiduciary Trust International is hiring a Sr. Investment Associate to join the Coral Gables, FL office. The 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.

Core Responsibilities -

How You Will Add Value

• 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
• 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

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 annual salary for this position to range between $125,000 - $140,000 depending on level of relevant experience, plus discretionary bonus.

• annual discretionary bonus
• 401(k) plan with a generous match
• recognition rewards
• competitive healthcare options
• insurance
• 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)
• a motivational wellbeing program
• We expect the annual salary for this position to range between $125,000 - $140,000 depending on level of relevant experience, plus discretionary bonus.

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.

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. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [e-mail]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.