ClearBridge Investments is a leading global equity manager with over $176 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, 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 twelfth 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 looking to add an Equity Research Analyst within the Financials sector to its New York based fundamental research team. The position principally will focus on payments, financial technologies and asset managers. 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.
PRIMARY RESPONSIBILITIES
- Conduct due diligence within the 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
- 4+ years of investment industry experience as a fundamental equity research analyst
- Experience analyzing fintech 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
TOTAL REWARDS
Our employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards include:
- Hybrid work schedule
- 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 $160,000 to $200,000 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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