Research 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. 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 is owned by Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

Research Associate

Fiduciary Trust International's Research team is hiring a Research Associate to join the team in New York City (One Madison Avenue).

The research team works with ultra-high net worth and institutional clients to create custom multi-asset class investment portfolios and bring them a full suite of investment advisory services, including guidance on sustainable investing. As part of the Research team the candidate will support due diligence, sourcing, and monitoring efforts while gaining exposure to the full investment selection and portfolio management process. Main ongoing responsibilities will include creating quarterly updates of investments, supporting the due diligence of investment funds, and sustainable investing research. The Research Associate will work across asset classes, gaining exposure to a variety of traditional and sustainable investing strategies. In addition to general research tasks, the Research Associate will also have routine responsibilities that are data-management focused.

The ideal candidate has a desire to explore the investment management business, including the practice of sustainable investing; has a strong initial understanding of the markets; is highly organized; and, is detail-oriented. The candidate can be a recent graduate with a BA or BS degree or a professional with 1 to 2 years’ experience. The candidate may have previous investment experience through their current role or past internships, but it is not a requirement.

What are the ongoing responsibilities of a Research Associate?

• Create investment write-ups and quarterly summaries on investment funds
• Support due diligence on prospective and existing investments
• Management of the investment pipeline
• Participate in manager calls and meetings, keeping organized notes for the team
• Assist on client inquiries of all types; collaborate with and support other research team members, client portfolio managers, and other members of the FTI team as needed
• Participate in daily market update meeting and news analysis
• Contribute to Investment Committee meetings and the firm's quarterly market overview

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor's Degree
• 0-2 years’ experience in financial services
• Experience with investment management via internships a plus
• A passion for the investment markets and an analytical mindset
• Strong communication skills, both written and verbal
• Highly organized and process-driven with excellent attention to detail
• Computer skills, including Excel, FactSet, Bloomberg
• Willingness to assist in all areas of a growing business as needed
• Ability to work in our New York City office three days per week minimum

Compensation: FTI offers employees a competitive and valuable range of total rewards - monetary and non-monetary - designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At FTI, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the annual salary for this position to range between $95K - $102K, in addition to an annual discretionary bonus.

#Hybrid

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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.