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 diversified 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:
Our team is hiring an Investment Reporting Analyst to join the Advisory Solutions Group (ASG) in either New York, NY or Lincoln, MA. The ASG team works with ultra-high net worth and institutional clients to create custom multi-asset class investment portfolios, offering clients a full suite of investment advisory services. The candidate will support custom investment and portfolio reporting and data reconciliation efforts while gaining exposure to the full portfolio management reporting and data management process. The candidate will assist our Investment Associates and Portfolio Managers in developing, preparing and maintaining custom client reports and investment analysis including data gathering, aggregation and quality control activities.
Candidates should have a desire to explore the investment management business and must be highly organized and detail-oriented. Recent college graduates and/or professionals with 1-2 years’ experience are encouraged to apply. Ideal candidates may have previous investment accounting or reporting experience through their current role or past internships, but it is not a requirement.
What are the ongoing responsibilities of a Reporting Analyst?
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Maintain, develop and produce monthly and quarterly custom investment performance reports for clients. Partner with Investment Associates and Portfolio Managers to ensure report parameters and data integrity is met for existing and new reports and take ownership of the process leading to successful outcomes
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Assist with monthly and quarterly cashflow reconciliation workflows
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Review performance data for hedge funds and other alternative investments
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Identify workflow/system efficiency improvements and work with colleagues to enact change
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Perform quality assurance on clients' performance reports and work with Investment Associates and PMs to understand client needs, leading to client satisfaction
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Coordinate and complete special ad-hoc projects as requested
What ideal qualifications, skills & experience would help someone to be successful?
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Bachelor's Degree
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0-2 years’ experience in financial services; will consider recent college grads with intern experience
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Experience with investment reporting through internships or full-time roles is a plus
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An analytical mindset and interest in the markets and muti-class investment portfolios
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Excellent attention to detail and strong communication skills
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Highly organized and process-driven
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Ability to manage competing demands and meet client deadlines
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Microsoft Office experience, especially Excel
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Self-starter with the ability to be persistent and thorough in solving problems
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Ability to maintain confidentiality and handle sensitive client account information
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Disciplined work ethic and ability to work independently and as a part of a team
Franklin Templeton 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 Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $70k - $85k per year plus bonus opportunity.
Learn more about FTI by clicking this link:
- The Story of Fiduciary Trust International
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Our culture is shaped by our diverse global workforce and strongly held core values. 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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment 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 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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