Business Management & Administration, Finance/Accounting
4 Year Degree
ClearBridge Investments is a leading global equity manager with over $198 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 inclusion is demonstrated through our various recruitment efforts, employee programs, charitable and volunteer efforts.
Job Summary ClearBridge Investments is seeking an Analyst to join our New York based Finance Team. The Analyst will be responsible for the accounting and reporting of the firm’s assets under management and flows; as well as, accounting for the firms separately managed account revenue and related balance sheet accounts. The ideal candidate will work well independently, as well as part of a team, has strong work ethic, able to turn data into information, and is able to multi-task.
Primary Responsibilities and Duties
Aggregating and reporting asset and flow details for marketing and client service inquiries
Map and load data from primary or secondary data sources
Assist in maintenance of databases for asset reporting
Calculate advisory fee accruals and any related sub-advisory expense
Performs balance sheet account reconciliation and analysis
Assists revenue analysis and forecasting
Locate and define new process improvement opportunities
Works with other members of the department to complete various projects and achieving departmental goals
Bachelor's degree in finance, accounting, or related major
1-3 years of relevant finance or accounting experience; investment management industry experience a plus
Working knowledge of general accounting principles, methods, and practices
High proficiency in Microsoft Office Products including Excel(tables, formula’s, pivot tables, v-lookups, etc.)
Excellent attention to details
High level of analytical and problem-solving skills
Ability to multi-task and independently prioritize tasks
Effective interpersonal and communications skills
Ability to work cooperatively in a team environment
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.
About ClearBridge Investments
ClearBridge Investments is a leading global equity manager with over $198 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 ninth 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. Read more about ClearBridge Investments on our website www.clearbridge.com.