Research Associate

About the Role

Fiduciary Trust International, owned by Franklin Templeton, is seeking a Research Associate to join their Research team in New York City. The team supports ultra-high net worth and institutional clients by creating custom multi-asset class investment portfolios and providing investment advisory services, including sustainable investing guidance.

Key Responsibilities

• 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
• Participate in daily market update meetings and news analysis
• Contribute to Investment Committee meetings and the firm's quarterly market overview
• Data-management focused responsibilities

Requirements & Tech Stack

• Bachelor's Degree
• 0-2 years’ experience in financial services
• Strong understanding of the markets
• Highly organized and detail-oriented
• Strong communication skills, both written and verbal
• Computer skills, including Excel, FactSet, Bloomberg
• Ability to work in the New York City office three days per week minimum

Qualifications

• Desire to explore the investment management business, including sustainable investing
• Analytical mindset
• Willingness to assist in all areas of a growing business as needed
• Previous investment experience through current role or past internships is a plus, but not a requirement.

Compensation: Annual salary range between $95K - $102K, in addition to an annual discretionary bonus.

Work Arrangement: Hybrid