ClearBridge Investments is a leading global equity manager with over %24147 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 eighth year in a row. These awards reflect the Firm%27s 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. The firm continues to see new investment mandates and global awareness therefore is looking to expand its talent base to support that growth.
ClearBridge Investments is looking to add an Equity Research Analyst focused on Healthcare to its New York based fundamental research team. 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.
What are the ongoing responsibilities of the Equity Research Analyst?
* Conduct due diligence within the health care 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
What qualifications would help someone be successful in the role?
* 4+ years of investment industry experience as a fundamental research analyst covering the health care sector
* Experience analyzing companies in the healthcare sectors (experience in med-tech preferred)
* 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
ClearBridge is an equal opportunity employer.
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.