Sr. Investment Associate

About the role

Fiduciary Trust International is hiring a Senior Investment Associate to join the New York, NY office. The Sr. Investment Associate supports Portfolio Managers in delivering investment management solutions and maintaining high-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting, and fiduciary review processes while working closely with investment professionals and internal partners.

Responsibilities

• Conduct regular account reviews with Portfolio Managers and recommend appropriate actions.
• Monitor portfolios for allocation drift, cash balances, risk exposures, and concentrated positions.
• Support rebalancing, cash deployment, withdrawals, policy changes, and portfolio maintenance.
• Prepare recommended trades for Portfolio Manager review and strategy implementation.
• Prepare portfolio analytics, performance reports, attribution analysis, and presentation materials.
• Support Investment Policy Statement maintenance across firm systems.
• Participate in client meetings, contributing portfolio updates and investment recommendations.
• Manage or co-manage smaller accounts under Portfolio Manager supervision.
• Interpret performance, market developments, and allocation decisions for client communications.
• Monitor portfolios for policy consistency, allocation targets, and model expectations.
• Document portfolio review items, exceptions, client-directed positions, and concentration reviews.
• Maintain documentation standards supporting regulatory, compliance, and internal control requirements.
• Support portfolio strategy through surveillance, investment analysis, and market monitoring.
• Develop understanding of asset allocation views and portfolio construction methodology.
• Assist Portfolio Managers with agendas, correspondence, and investment reviews, and respond to client inquiries.
• Coordinate with partners on performance measurement, benchmarks, and composite reporting.
• Articulate investment strategy, portfolio positioning, and firm viewpoints.
• Assist with security analysis, manager research, reviews, and investment projects.

Requirements

• 5+ years of relevant experience in investment management, wealth management, trust, or financial services.
• Experience participating in client meetings, presenting investment recommendations, and supporting the management of client relationships preferred.
• Demonstrated ability to contribute beyond portfolio administration and execution, including participation in portfolio strategy discussions, client communications, and relationship management.

Qualifications

• Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Master of Business Administration (MBA) preferred.

Skills

• Strong investment acumen across asset allocation, portfolio construction, performance analysis, and wealth management concepts.
• Ability to communicate investment recommendations, portfolio positioning, and market developments.
• Strong analytical and problem-solving skills; ability to evaluate both quantitative and qualitative information.
• Proficiency with investment, reporting, and research platforms such as Bloomberg, FactSet, Morningstar, and other tools.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Ability to prioritize multiple responsibilities while maintaining accuracy, attention to detail, and follow-through.
• Collaborative working style and ability to build strong relationships across multiple disciplines and business functions.

Benefits

• Competitive base compensation with an annual discretionary bonus.
• 401(k) plan with a generous match.
• Recognition rewards.
• Comprehensive healthcare options, insurance, and disability benefits.
• Employee stock investment program.
• Learning resources and career development programs.
• Reimbursement for certain education expenses.
• Paid time off (vacation, holidays, sick leave, parental & caregiving leave, bereavement, volunteering, floating holidays).
• Motivational wellbeing program.

Pay

We expect the annual salary for this position to range between $125,000 - $140,000 depending on level of relevant experience, plus discretionary bonus.