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 diversified 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.
What is Financial Planning & Analysis Team responsible for?
The responsibilities of the team include the management and supervision of the company's extensive budgetary efforts, in addition to normal management reporting, financial analysis and ad-hoc tasks.
As an intern, you will play a key role in our annual budget process. Your responsibilities will include assisting, producing, and supporting the team during meetings with senior management to discuss expenses, consolidating departmental budgets, uploading, and troubleshooting Adaptive budgeting system.
Additionally, you will collaborate with permanent staff in their day-to-day FP&A work, ensuring timely and accurate completion of assigned tasks and incoming requests. These tasks may involve revenue and expenses variance analysis, production of management reports for our Operating Committee and various Board of Directors, documentation of existing processes, and Headcount reporting.
What are the ongoing responsibilities of an Intern?
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Support team in expense/revenue budgeting
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Uploading and troubleshooting Adaptive (budgeting system)
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Developing departmental budget reviews
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Analyzing Expenses (including variance analysis and trend analysis)
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Reporting the Income Statement, including revenues, expenses, and the Balance Sheet
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Developing and maintaining process documentation
What ideal qualifications, skills & experience would help someone to be successful?
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Current student status (4th or 5th year)
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Availability to work 25-30 hours per week
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Accounting/Finance/Economics background
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Fluent knowledge of English (spoken and written)
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Keen interest in developing a career in financial services
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Strong Excel skills, with ability to manipulate data
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Attention to detail
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Strong analytical skills
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Very good organizational skills
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Strong work ethic
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Knowledge of MS Access, and MS Power BI would be a plus
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.
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 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 [email protected]. 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.
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