Full Job Description
Equity Research Analyst (software sector)-706524
ClearBridge Investments is a leading global equity manager with over $147 billion in assets under management. Our mission is to deliver long-term results through authentic active management. We pursue this goal through a combination of research-driven, fundamental investing and the insights of our veteran portfolio managers, some of whom have been managing the same portfolios for decades. Owned by Franklin Templeton, ClearBridge operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco, Sydney and Wilmington.
ClearBridge Investments has been named by Pensions & Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the eighth year in a row. These awards reflect the Firm's spirit of collaboration, work/life balance and ongoing investment in our employees. The Firm fosters a close-knit work environment that promotes career enhancement and development; most of our portfolio managers began at the firm as analysts. The firm continues to see new investment mandates and global awareness and therefore is looking to expand its talent base to support that growth.
ClearBridge is an equal opportunity employer.
ClearBridge Investments is looking to add an Equity Research Analyst focused on software to its New York based fundamental research team. Our research process focuses on using bottom-up fundamental analysis to identify and take advantage of mispriced securities. This requires due diligence on industry and company specific trends, analysis of company reported financials as well as extensive modeling and valuation work. Our Analysts then use this research to make specific company and stock recommendations for the portfolios managed by ClearBridge.
Conduct due diligence within the software sector
Attend and/or lead meetings with relevant company managements
Dissect and project company financials; perform valuation analysis
Synthesize data to generate new investment ideas and/or recommend investment action
Maintain current views on securities held in portfolios
Communicate key findings and recommendations to PM teams to help drive firm alpha
Serve as the expert on designated area of concentration
Evaluate environmental, social, and governance (ESG) risks and opportunities
DESIRED EXPERIENCE AND SKILLS
5-10 years of investment industry experience as a fundamental equity research analyst
Experience analyzing software companies
Competency in dissecting and valuing business models
Exceptional analytical skills and proven ability to dissect financial statements
Ability to evaluate investment opportunities in a timely fashion and effectively communicate conclusions
Ability to collaborate as well as work independently
Buyside experience preferred
College degree, MBA and/or CFA a plus
Ability to travel as needed
JOB FUNCTION: Specialist Investment Management Profiles
PRIMARY LOCATION: United States-New York-New York