Wealth Portfolio Strategy Associate

Fiduciary Trust Company; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Fiduciary Trust Company in Boston, MA is seeking a Portfolio Associate to translate and implement investment strategy in client portfolios within the Wealth Management team. You will partner with Investment Officers to tailor strategies to client goals, showcasing deep markets knowledge and client-facing advisory potential.

The role emphasizes portfolio construction, asset allocation review, and client relationship building, with opportunities for performance reporting and continuous learning in

Qualifications

• 3+ years of private wealth management or investment management experience, including portfolio construction.
• Knowledge of investing and global financial markets; knowledge of financial planning; familiarity with investment software (Morningstar, Bloomberg, Factset) is a plus.

Responsibilities

• Drive investment decisions for balanced multi-asset portfolios to meet client targets.
• Review and monitor client asset allocations and portfolio variances; recommend actions.
• Coordinate with clients and Investment Officers; prepare plans and client meetings.

Skills

Client relationship management

Strong quantitative & analytical

Interpersonal communication

Wealth/investment management

Education

Bachelor's or Master's in finance/related field

CFA/CFP in progress

Tools

Morningstar

Bloomberg

Factset

Job description

Fiduciary Trust Company in Boston, MA is seeking a Portfolio Associate to translate and implement investment strategy in client portfolios within the Wealth Management team. You will partner with Investment Officers to tailor strategies to client goals, showcasing deep markets knowledge and client-facing advisory potential.

The role emphasizes portfolio construction, asset allocation review, and client relationship building, with opportunities for performance reporting and continuous learning in