Full Job Description
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 for an RFP Writer to join our New York-based Marketing Team. The successful candidate will thrive in an environment where managing multiple projects under strict deadlines is the norm. We are seeking candidates with investment management/financial markets experience and excellent written/oral communication skills to manage responsibilities as outlined below:
Manage quarterly/annual requests for the retail mutual fund and retail SMA business.
Write and produce RFP/RFI/DDQs: Respond to institutional and retail RFPs, RFIs, and Consultant questionnaires.
Content Management: Ensure timely and accurate updates to language in the team’s content management system.
Relationship Management: Develop and maintain relationships with a diverse network of experts throughout ClearBridge to ensure effective and timely response to even the most demanding inquiries.
Project Management: Coordinate with—and manage—a network of internal constituents to ensure flawless and timely execution or RFPs.
Product Knowledge: Stay abreast of new product developments in terms of structure, staffing, performance and competitive strengths.
Branding: Understand and uphold high editorial standards to express ClearBridge’s voice with authority and consistency with the firm’s brand.
2 years minimum previous experience working within the asset management industry, preferably in a RFP writing capacity
Excellent written and oral communication skills
Highly organized with excellent attention to detail
Team player and ability to work autonomously
Experience with equity investment products preferred
Clear understanding of institutional and retail asset management businesses
Ability to manage and proactively build relationships with constituents around the firm
Proficient in Microsoft Office - Word, PowerPoint and basic Excel
Proficiency in Loopio preferred, but not a requirement
Proficiency in Seismic preferred, but not a requirement
Strong project management skills
Ability to work well under pressure and tight deadlines
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