Full Job Description
Analyst, Portfolio Analytics-706533
ClearBridge Investments is a leading global equity manager with over $177 billion in assets under management. The firm is committed to delivering long-term results through active management. We have followed this approach for more than 50 years and continue to offer investment solutions that emphasize differentiated stock selection to move our clients forward. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis of individual securities. We integrate environmental, social and governance (ESG) considerations into our fundamental research process in all our investment strategies.
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 ninth year in a row. These awards reflect the Firm's diverse and inclusive culture, spirit of collaboration, work/life balance and our ongoing investment in our employees.
At ClearBridge, we believe that diversity and inclusion is essential to our success as an organization. We benefit from the sharing of different perspectives and our varied experiences. ClearBridge is proud to be a diverse company that promotes integrity, respect and teamwork and encourages new ideas and viewpoints. Our commitment to diversity and inclusive is demonstrated through our various recruitment efforts, employee programs, charitable and volunteer efforts.
Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
Health, wellness and risk benefits to protect employees and their families
Retirement savings, stock purchase and other incentive programs to help employees plan for the future
Holiday, paid-time-off and other employee programs that support work-life balance
Support for pursuing certifications, external education and degree programs
Learning, development and career advancement opportunities
Ways to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation matching
ClearBridge 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.
ClearBridge is looking for an Analyst, Portfolio Analytics to join their New York based team. The Portfolio Analytics team is the central source for providing detailed portfolio analysis that aids in understanding investment performance. The team provides accurate and timely analytics to be consumed by the various stakeholders. The professional we seek is highly motivated, works well independently, as well as part of a team, has strong attention to detail, and is able to multi-task and take on responsibility within a fast paced, demanding work environment.
PRIMARY RESPONSIBILITIES AND DUTIES
Conduct detailed portfolio analysis including performance attribution and characteristics
Analyze investment related data and explain results to various groups such as Portfolio Managers, Sales, Marketing and Client Service teams
Provide data to Marketing team to support RFPs/RFIs/DDQs and consultant databases
Support the Investment Strategists by aiding them with various economic data
Provide competitive reporting to Sales team
Work on special projects to further enhance organizational goals
Research and resolve any data quality issues in the portfolio analysis application
Manage reporting deliverables to meet various deadlines
3-6 year’s work experience in the investment management or capital market industry with a strong background in investment analytics and attribution analysis
High proficiency in Microsoft Office Applications
Experience using Factset preferred
Working knowledge of Lipper, Morningstar, eVestment, a plus as well as the ability to quickly learn other internal reporting programs
Excellent analytical & and problem-solving skills
Proven ability to interface with all levels in an organization, and coordinate efforts to produce the maximum benefits to investment management teams
Ability to multi-task and independently prioritize tasks
JOB FUNCTION: Specialist Investment Management Profiles
PRIMARY LOCATION: United States-New York-New York