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 – Portfolio Management Williamsburg Bridge Team

Location: The intern candidate must be able to commute into the New York City office each week.

Position Summary: 

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients’ wealth. Fiduciary Trust International delivers wealth management solutions for High net worth (HNW) clients, including individuals and families. We are part of Franklin Templeton, one of the largest investment firms in the world, which enables us to combine a personalized experience with access to sophisticated research and investment solutions. 

Fiduciary Trust International is hiring a full-time portfolio management intern to work out of our Midtown Manhattan office this summer. The intern will work with our Portfolio Managers on a variety of investment management tasks related to portfolio construction and asset allocation.

Key Responsibilities May Include:

• Conduct regular account reviews with Portfolio Managers and suggest appropriate actions to uphold asset allocation and portfolio construction views.
• Provide research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations – This may include providing research meeting notes and coordinating meetings with external Analysts and/or company management.
• Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings.
• Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data.
• Provide cash flow analysis and wealth projections.

Ideal Qualifications:

• Rising college junior or senior, pursuing a bachelor’s degree in Finance, Economics or related area.
• Strong written, communication and interpersonal skills with the ability to work effectively with a wide variety of senior investment leaders.
• Strong presentation skills with the ability to articulate investment policy views and current market conditions.
• Ability to work collaboratively in a peer-to-peer and team environment.
• Ability to communicate research findings and investment views through regular meetings, reports, emails and one-on-one direct exchanges.
• Strong ability to multi-task and prioritize projects.
• Excellent attention to detail and follow-through.
• Working knowledge — Microsoft Office Suite, FactSet and/or Bloomberg.

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!

Salary : $31