Franklin Templeton Investments

Analyst, Portfolio Analytics-706533

Posted on: 19 Feb 2021

New York City, New York

Job Description

ClearBridge Investments is a leading global equity manager with over %24177 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



QUALIFICATONS

* Bachelor's degree
* 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

Franklin Templeton Investments

San Mateo, CA

Franklin Templeton Investments has grown from being recognized as one of the best small companies in America to being considered a premier global investment management organization. We offer clients a valuable perspective shaped by our seven decades of experience, investment expertise and growing global reach. The company was founded in 1947 in New York by Rupert H. Johnson, Sr., who ran a successful retail brokerage firm from an office on Wall Street. He named the company for US founding father Benjamin Franklin because Franklin epitomized the ideas of frugality and prudence when it came to saving and investing. The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.

We have the strength that comes with size. And the insight that comes from seven decades of investing experience.

We maintain a long-term perspective in everything we do and run our business with the same level of discipline we apply to asset management. As a result, our credit ratings are among the highest in the industry.

Our business is diversified by client type and geography. In fact, over 50% of our sales are derived from outside the U.S4. We also maintain substantial liquid cash and investments which give us the flexibility to invest in ongoing innovation for our customers.

We believe these characteristics make us an ideal long-term partner in asset management.

Our strategies are managed by specialized investment teams comprised of more than 600 investment experts around the globe1. These teams are supported by an independent risk management group to ensure investment risks are optimized – not simply minimized.