Operations Associate

ClearBridge Investments is a leading global equity manager with over $158 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. As an ESG investor for over 30 years, ClearBridge remains at the forefront among asset managers in promoting and communicating the benefits of including ESG factors when selecting investments and building portfolios.

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.

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 Investments is seeking an Associate to join our New York City based Operations Team. This is a great opportunity for someone interested in joining a growing Asset Management firm. This role will be focused on the Billing and Proxy areas and the ideal candidate should possess strong computer skills, excellent written/oral communication skills and have the ability to handle the responsibilities outlined below:

·      Calculate fees associated with client accounts

·      Ensure timely distribution of invoices and processing of auto debit fee

·      Process check and wire payments in the billing system

·      Track and follow up on outstanding receivables

·      Reconcile payments from Sponsor Firms

·      Proactively identify and resolve billing issues

·      Provide monthly revenue and aging reports to Finance team

·      Work closely with Finance team on accruals, billing questions and adhoc requests.

·      Monitor shareholder meetings on vendor voting platform

·      Distribute meeting information and research to interested parties

·      Reconcile ballots and follow up with custodians on missing ballots and share blocking meetings

·      Ensure timely processing of proxy votes in accordance with analyst recommendations

·      Open/close accounts on the voting platform and perform account maintenance

·      Bachelor's degree

·      1-2  years of Financial Services experience preferably in asset management

·      Ability to multi-task and independently prioritize tasks

·      Advanced knowledge of Microsoft Office Applications

·      Strong organizational skills

·      Independent problem-solving skills

·      Excellent communication and interpersonal skills