Investment Associate, National Investment Team (Investment Strategy and Research)
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. Unlike other firms, 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 always 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.
Position Summary
Fiduciary Trust International is hiring an Investment Associate to join our office located at One Madison Avenue. The Investment Associate (IA) assists the equity strategy teams by tracking and compiling data related to investment strategies and individual securities. Responsibilities include producing detailed research meeting summaries, organizing and scheduling interactions with external analysts and company executives, and maintaining an ongoing flow of relevant information to support decision-making.
How You Will Add Value
Core Responsibilities:
You will monitor stock recommendations using company news, earnings reports, and performance metrics.
You will coordinate research meetings and document key takeaways.
You will manage communications with analysts and company management.
You will contribute to ad hoc research projects.
You will maintain Investment Holdings Memos for positions not under direct analyst coverage.
Strategic Responsibilities:
You will collaborate with investment leadership to develop and refine investment ideas.
You will contribute insights during idea generation sessions.
You will synthesize research to support high-conviction investment theses.
You will conduct ongoing research to identify data-driven insights.
You will support internal and external investment communications.
You will provide updates to Investment leadership as needed.
Teams & Collaboration:
You will work closely with Strategy and Research teams.
You will collaborate with investment leadership and external analysts.
You will support cross-functional communication across investment-related departments.
What Will Help You Be Successful in This Role
Experience, Education & Certifications:
Bachelor's degree in Finance, Economics, Accounting, or a related analytical field.
2–5 years of experience in investment management, equity research, or financial services.
Direct exposure to fundamental analysis of public equities.
Progress toward or completion of the Chartered Financial Analyst (CFA) designation is highly desirable.
Technical Skills:
Advanced proficiency in Microsoft Excel for data compilation and analysis.
Skilled in Microsoft PowerPoint for presentation preparation.
Experience using Bloomberg, FactSet, and Aladdin financial data platforms.
Ability to read and interpret financial statements and earnings reports.
Experience managing internal research documentation (e.g., investment holdings memos).
Soft Skills:
Strong written and verbal communication skills.
Ability to summarize research and translate complex investment themes clearly.
Excellent organizational and time management skills.
Proven ability to manage multiple priorities in a dynamic environment.
Intellectual curiosity and a proactive, self-starting mindset.
Independence and analytical thinking.
Ability to contribute to investment idea generation with senior strategy teams.
This role requires on-site presence three to four days per week.
Learn More: Click below links to learn more about Fiduciary Trust International –
Fiduciary Trust International LinkedIn Company Page
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 $90k - $100k, depending on level of relevant experience, plus discretionary bonus.
#LI-US
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.
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 accommodations@franklintempleton.com. 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.
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