What are the responsibilities and job description for the Investment Portfolio Analytics - Undergrad Intern position at F1138 Fiduciary Trust Company International?
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
Department Title: Undergrad Intern – Investment Portfolio Analytics Group
Location: The intern candidate must be able to commute into the New York City office each week.
Position Summary:
Our team focuses on identifying and correcting daily reconciliation issues on accounts by looking for outliers such pricing, positions, transactions, backdates, etc. We research issues and review / explain performance returns to Portfolio Managers and Investment Associates.
We’re responsible for providing ad-hoc and monthly performance returns to Portfolio Managers and Investment Associates, and run monthly / quarterly attribution to explain a return at the Industry / Market Cap level vs a benchmark. Our team also calculates quarterly marketable composite by investment Objectives and provides this data to Portfolio Managers for use when meeting with potential new clients.
Joining us this summer means helping with monthly SLA - delivering performance to our clients on time by Business Day 5. You will work closely with the Investment Management teams to help them maintain their current clients and attract new clients, and work closely with the investment management team on performance issues, reporting, project implementation of new accounts being converted from new companies being acquired.
Team Culture:
We work as a close team with open communication. We’re always learning new ways to make work more efficient and hold regular team meetings, and meet with Investment Managers monthly.
An Investment Portfolio Analytics Group Intern at Fiduciary Trust can expect to gain:
How performance is calculated, linked
Experience working on accounting data and an understanding of how it relates to performance measurement
Experience using Performance database for data inputs and outputs. Different Modules for calculations and reporting
SQL
Key Responsibilities May Include:
Project requirements and planning
Performance reconciliation
Researching performance issues
Running reports
Ideal Qualifications:
Knowledge of using databases
SQL skills
Excel skills
Knowledge of accounting data
Ready to make moves? Apply today!
When applying, please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.
Due to the large volume of applications anticipated, we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship, please apply for other internships that pique your interest.
Compensation Range: This is a full-time internship where students will work approximately 35 hours per week and earn competitive hourly pay of $31 USD per hour. 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.
What makes Franklin Templeton unique?
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 you are requesting and the job title and 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 requests for accommodations will receive a response.
Experience our welcoming culture and reach your professional and personal potential!
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.
Hear more from our employees
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.
Salary : $31
