Full Job Description
Equity Research Analyst - Technology (Hardware/Semiconductor) Sector-706552
ClearBridge Investments is a leading global equity manager with over $184 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. As an ESG investor for over 30 years, ClearBridge remains at the forefront among asset managers in promoting and communicating the benefits of including ESG factors when selecting investments and building portfolios.
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 inclusion is demonstrated through our various recruitment efforts, employee programs, charitable and volunteer efforts.
ClearBridge Investments is looking to add an Equity Research Analyst focused on the technology hardware/semiconductor sector 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 technology hardware/semiconductor 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 hardware/semiconductor 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
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.
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.
JOB FUNCTION: Specialist Investment Management Profiles
PRIMARY LOCATION: United States-New York-New York