Senior Investment Associate — Portfolio Strategy & Reporting

Franklin Templeton; New York (NY); On-site; USD 125,000 - 140,000; Full time

Job summary

Fiduciary Trust International, part of Franklin Templeton, seeks a Senior Investment Associate in New York, NY. The role supports Portfolio Managers in delivering investment management solutions, client reporting, and fiduciary review processes while collaborating with internal partners.

Ideal candidates have 5+ years in investment management or wealth management, with CFP/CFA/MBA preferred and strong communication skills for client meetings and portfolio strategy discussions.

Qualifications

• 5+ years of relevant experience in investment management, wealth management, trust, or financial services.
• Experience participating in client meetings, presenting investment recommendations, and supporting client relationships.
• CFP, CFA, or MBA preferred.

Responsibilities

• Assist Portfolio Managers with regular client reviews and investment updates.
• Support investment policy statements and compliance documentation across systems.
• Prepare portfolio analytics, performance reports, and attribution analysis for client meetings.
• Contribute to portfolio construction discussions and risk assessments.
• Coordinate with internal partners on benchmarks, reporting, and client communications.
• Participate in client meetings and present investment recommendations.

Skills

Asset allocation

Portfolio construction

Performance analysis

Wealth management

Education

CFP

CFA

MBA

Tools

Bloomberg

FactSet

Morningstar

Job description

Fiduciary Trust International, part of Franklin Templeton, seeks a Senior Investment Associate in New York, NY. The role supports Portfolio Managers in delivering investment management solutions, client reporting, and fiduciary review processes while collaborating with internal partners.

Ideal candidates have 5+ years in investment management or wealth management, with CFP/CFA/MBA preferred and strong communication skills for client meetings and portfolio strategy discussions.