Fiduciary Trust International is looking to solve the problem of optimizing clients' portfolios while mitigating the impact of taxes on their wealth by hiring an Investment Associate to assist the equity strategy teams.
Requirements
- 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)
- Direct exposure to fundamental analysis of public equities
- Progress toward or completion of the Chartered Financial Analyst (CFA) designation is highly desirable
Responsibilities
- Monitor stock recommendations using company news, earnings reports, and performance metrics.
- Coordinate research meetings and document key takeaways.
- Manage communications with analysts and company management.
- Contribute to ad hoc research projects.
- Maintain Investment Holdings Memos for positions not under direct analyst coverage.
- Collaborate with investment leadership to develop and refine investment ideas.
- Conduct ongoing research to identify data-driven insights.
Other
- 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.
- Strong written and verbal communication skills.
- Ability to summarize research and translate complex investment themes clearly.
- On-site presence three to four days per week
