4,629 Investment jobs in the United States

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.

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.

Learn More: Click below links to learn more about Fiduciary Trust International –

• Fiduciary Trust International

LinkedIn Company Page
- The Story of Fiduciary Trust International

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

. 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.

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
The Investment Associate, National Investment Team is part of the Office of the Chief Investment Officer at Fiduciary Trust International and plays a pivotal role in advancing the firm's long-term investment strategy and business objectives. The Associate operates across strategic initiatives that shape investment direction and drive performance, collaborating closely with senior leadership and cross-functional partners. Position location may be New York City or Radnor, PA (the Greater Philadelphia Area).

How You Will Add Value

Strategic Responsibilities

• You will partner with the Director of Portfolio Management on high-priority strategic business initiatives
• You will act as a proxy or delegate for the Director when needed
• You will lead strategic projects through to successful completion with full accountability
• You will ensure strategic alignment across departments to support firm-wide investment goals
• You will contribute to operational oversight of the investments platform
• You will address issues across investment operations, compliance, marketing, and digital enablement
• You will navigate complex priorities to drive initiatives that support long-term investment strategy

Teams & Collaboration

• You will liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
• You will collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
• You will work across departments and business functions at senior levels
• You will engage in cross-functional business management tasks
• You will operate in a dynamic environment requiring strong communication and organizational skills

What Will Help You Be Successful in This Role

Experience, Education & Certifications

• Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field
• 2–5 years of experience in wealth management, investment banking, or asset management with exposure to investment strategy, portfolio operations, or business management
• Progress toward or completion of CFP, MBA, or equivalent advanced certification is a plus
• Familiarity with regulatory and compliance environment in wealth and asset management

Technical Skills

• Advanced proficiency in MS PowerPoint and Excel (Power BI highly desirable) for data analysis, modeling, and preparing executive-level presentations. Must be comfortable quickly learning and utilizing new financial technology and digital platforms.
• Experience with CRM systems such as Microsoft Dynamics
• Experience with investment management software or digital strategy implementation projects preferred

Soft Skills

• Strong analytical and problem-solving skills for strategic project execution
• Exceptional written and verbal communication skills
• Ability to manage and influence stakeholders across departments
• High level of professionalism, ownership, and initiative
• Comfortable working independently and managing dynamic priorities

This role requires three to four days in the office (either New York City or Radnor, PA).

Learn More
: Click below links to learn more about Fiduciary Trust International –

• Fiduciary Trust International LinkedIn Company Page
• The Story of Fiduciary Trust International

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.

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 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.

• Conduct comprehensive research and analysis of financial markets, economic trends, and industry sectors.
• Evaluate investment opportunities across various asset classes, including equities, fixed income, and alternative investments.
• Develop, monitor, and manage investment portfolios to meet client objectives and risk tolerances.
• Perform quantitative and qualitative analysis of securities and investment strategies.
• Prepare detailed investment reports, performance reviews, and market commentary.
• Provide strategic investment recommendations to portfolio managers and client advisory teams.
• Monitor portfolio risk exposures and implement hedging strategies as necessary.
• Build and maintain sophisticated financial models for valuation and forecasting.
• Stay abreast of regulatory changes and market developments affecting investment management.
• Collaborate with traders, research analysts, and client relationship managers.
• Present investment strategies and performance results to clients and internal committees.
• Ensure compliance with all relevant legal and regulatory requirements.
• Identify and assess new investment products and opportunities.
• Contribute to the development of innovative portfolio construction methodologies.
• Assist in due diligence processes for external investment managers.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation or progress towards it is highly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong understanding of financial modeling, valuation techniques, and risk management.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel, Python).
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication abilities, with a talent for presenting complex information clearly.
• Demonstrated ability to work independently and collaboratively in a high-pressure environment.
• Deep knowledge of various investment strategies and asset classes.
• High level of integrity and attention to detail.
• CFA Charterholder or progress towards CFA is a significant advantage.

• Conduct comprehensive research and analysis of financial markets, economic trends, and specific investment opportunities.
• Develop and maintain sophisticated financial models to evaluate securities, companies, and potential investments.
• Assist in the formulation and implementation of investment strategies and asset allocation.
• Monitor existing portfolio performance, identify risks, and recommend adjustments.
• Prepare detailed investment reports, presentations, and memos for senior management and clients.
• Collaborate with portfolio managers to support investment decisions and client interactions.
• Stay abreast of industry developments, regulatory changes, and market news.
• Perform due diligence on potential investments and conduct risk assessments.
• Contribute to the development of new investment products and strategies.
• Maintain an understanding of various financial instruments, including equities, fixed income, and alternatives.

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• CFA designation or progress towards CFA strongly preferred.
• 5+ years of experience in investment analysis, portfolio management, or a related financial role.
• Proven ability in financial modeling, valuation techniques, and statistical analysis.
• Deep understanding of capital markets, investment strategies, and portfolio theory.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Refinitiv Eikon).
• Exceptional analytical, critical thinking, and problem-solving skills.
• Excellent written and verbal communication abilities, with the capacity to present complex information clearly.
• Ability to work independently and collaboratively in a remote team environment.
• High ethical standards and a commitment to fiduciary responsibility.

• Developing and refining investment strategies across equities, fixed income, alternatives, and multi-asset classes.
• Conducting comprehensive macroeconomic and market analysis to identify investment opportunities and risks.
• Performing in-depth research on specific securities, sectors, and industries.
• Developing and utilizing quantitative models to support investment decision-making.
• Creating compelling investment proposals, presentations, and market commentary for internal and external audiences.
• Collaborating closely with portfolio managers to implement and monitor investment strategies.
• Staying abreast of global economic developments, geopolitical events, and regulatory changes impacting financial markets.
• Evaluating new investment products and asset allocation frameworks.
• Providing thought leadership on market trends and investment themes.
• Contributing to the firm's overall investment research and strategy development.

• Conduct comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
• Develop and maintain complex financial models to forecast company performance, value assets, and assess investment risks.
• Monitor and analyze the performance of existing investment portfolios, identifying opportunities for rebalancing and risk mitigation.
• Prepare detailed investment research reports, memos, and presentations for the Investment Committee and senior management.
• Contribute to the development and refinement of investment strategies and asset allocation frameworks.
• Engage with portfolio companies, management teams, and industry experts to gather critical information and insights.
• Evaluate new investment opportunities across various asset classes, performing due diligence and making recommendations.
• Stay informed about market developments, regulatory changes, and economic conditions that may impact investment performance.
• Collaborate effectively with traders, portfolio managers, and research associates.

• Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA designation strongly preferred.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a similar financial role.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of capital markets, investment strategies, and different asset classes (equities, fixed income, alternatives).
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proficiency in financial databases (e.g., Bloomberg, FactSet) and analytical software.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure and meet tight deadlines.
• Strong ethical standards and a commitment to fiduciary responsibility.