Senior Investment Associate

Location: New York, New York, United States of America; hybrid office arrangement.

Annual salary: $125,000–$140,000, depending on relevant experience, plus a discretionary bonus.

Company

Fiduciary Trust International is an investment and wealth management firm owned by hirify.global, serving high-net-worth individuals, families, family offices, endowments, foundations, and institutions.

What you will do

• Conduct account reviews with Portfolio Managers and recommend portfolio actions.
• Monitor allocation drift, cash balances, risk exposures, concentrated positions, policy consistency, and model expectations.
• Support rebalancing, cash deployment, withdrawals, policy changes, portfolio maintenance, and recommended trade preparation.
• Prepare portfolio analytics, performance and attribution reports, presentations, and Investment Policy Statement updates.
• Participate in client meetings, respond to inquiries, and communicate portfolio positioning, market developments, and investment recommendations.
• Assist with security analysis, manager research, investment projects, performance measurement, benchmarks, composite reporting, and regulatory documentation.

Requirements

• 5+ years of relevant experience in investment management, wealth management, trust, or financial services.
• Strong knowledge of asset allocation, portfolio construction, performance analysis, and wealth management.
• Experience with investment, reporting, and research platforms such as Bloomberg, FactSet, and Morningstar.
• Ability to evaluate quantitative and qualitative information and communicate investment recommendations clearly.
• Excellent written, verbal, presentation, interpersonal, organizational, and collaboration skills.
• Experience participating in client meetings and supporting client relationship management is preferred.

Nice to have

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

Culture & Benefits

• Hybrid work environment in the New York office.
• Annual discretionary bonus and 401(k) plan with a generous company match.
• Healthcare, insurance, disability coverage, employee stock investment program, and wellbeing resources.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Learning resources, career development programs, and reimbursement for certain education expenses.