ClearBridge Investments is a leading global equity manager with over $180 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 60 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, Calgary, Fort Lauderdale, London, San Mateo and Sydney. ClearBridge Investments has been named by Pensions & Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the thirteenth 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 a Technology Business Analyst to join our New York City–based Technology team. This is a hands-on role focused on designing, prototyping, and delivering AI-enhanced internal tools, automation workflows, and low-code applications that improve operations across the firm.
You’ll work directly with business users to build and deploy primarily AI-focused solutions, enhancing our investment and related capabilities. You will work to understand business opportunities, define and catalog requirements, and construct workflows and applications across platforms like the Microsoft Power Platform, OpenAI, and other GenAI tools. This role blends project management, product thinking, solution architecture, and stakeholder communication.
Ideal candidates are self-starters with strong technical skills, the ability to derive business process insights, and experience implementing AI-enabled and low-code tools inside dynamic environments. You’ll thrive here if you can work within a framework to solve messy problems and translate ideas into functioning enterprise solutions that stick.
Key Technology Business Analyst Responsibilities
- Lead focus groups and research, propose, and manage scalable implementations to drive AI solutions
- Scope problems, design intelligent workflows, prototype tools, and drive delivery of low-code and AI-powered internal apps
- Design and develop technology solutions that improve operational efficiency
- Build AI copilots and automation workflows using primarily Microsoft Power Platform, Copilot Studio, Azure Bot Services, and OpenAI tools.
- Collaborate with developers, QA/UAT teams, and business stakeholders
- Manage requirements gathering, documentation, and stakeholder communications across departments
- Structure, test, and refine MVPs; evolve them into production-ready tools through agile iteration
- Help develop and maintain a governance framework for responsible AI tool usage and deployment
- Present clear progress updates and functional demos to senior leadership and cross-functional teams
Qualifications
- Bachelor’s degree
- 5–8 years of experience delivering internal business tools, AI/automation solutions, or cross-functional technology implementations
- Excellent communication and interpersonal skills, with the ability to bridge business and technical teams
- Strong technical, analytical, and systems-thinking capabilities
- Experience with Generative AI tools and platforms such as OpenAI, Copilot Studio, Wand.ai, and Azure OpenAI
- Proven success in managing projects end-to-end, including documentation, testing, and rollout
- Familiarity with enterprise solutioning, process mining, and business process optimization
- Experience with business process optimization, solution architecture, and stakeholder engagement
- Ability to manage multiple priorities in a fast-paced, iterative environment
- Familiarity with low-code development platforms, enterprise architecture, and secure application delivery
- Preferred: experience in asset management, investment buy-side operations
Familiar With the Following Tools
- Microsoft Power Platform (PowerApps, Power Automate, Dataverse, Power BI)
- OpenAI ecosystem (ChatGPT Projects, GPT APIs, Azure OpenAI, Custom GPTs)
- Copilot Studio, Wand.ai, AI Builder, REST APIs
- Microsoft 365 stack (Teams, SharePoint, Azure App Services, Azure Bot Framework)
- Jira Cloud and the Atlassian suite (workflow automation, dashboards, ticketing structures)
- Optional Tools: Figma, Whimsical, Miro (UI mockups); Postman, SQL, Python (light testing and data ops)
Total Rewards
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
- The salary range for this position is targeted for $130,000 to $175,000 plus discretionary bonus. Base pay offered may vary depending on job related knowledge, skills, and experience
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, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
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