Firm Overview ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. The firm manages more than $200 billion as of December 31, 2025.
ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world's largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
As Franklin Templeton's largest equity specialist, ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne, 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 fourteenth 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.
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, data-enabled capabilities, and low-code applications that improve operations across the firm.
You'll work directly with business users to build and deploy AI-focused and analytics-enabled solutions that enhance our investment and related capabilities. You will work to understand business opportunities, define and catalog requirements, and rapidly prototype workflows and applications across platforms including the Microsoft ecosystem, modern GenAI tools, and our data and analytics stack. This role blends project management, product thinking, solution architecture, rapid prototyping, and stakeholder communication.
Ideal candidates are self-starters with strong technical and analytical skills, the ability to derive business process insights in real time, and experience implementing AI-enabled and data-driven tools inside dynamic environments. You'll thrive here if you can operate across multiple workstreams, solve business problems within enterprise contexts, and translate ideas into functioning solutions.
Key Technology Business Analyst Responsibilities - Lead focus groups, interviews, and working sessions to uncover opportunities, validate value, and drive scalable AI and automation implementations
- Scope problems, design intelligent workflows, rapidly prototype tools in partnership with users, and drive delivery of AI-powered and data-enabled internal applications
- Design and develop technology solutions that improve operational efficiency across research, investment, and operational teams
- Build AI copilots, assistants, and automation workflows using Microsoft Power Platform, Copilot Studio, Azure services, OpenAI/Azure OpenAI, and other GenAI platforms as appropriate
- Stand up rapid MVP prototypes (including lightweight and containerized prototypes when useful) to gather requirements and iterate in real time with business users
- Perform fast-turn data discovery and validation (SQL and related methods) to accelerate delivery, reduce cycle time, and support reporting and analytics initiatives
- Partner with data and engineering teams to integrate internal workflows with external data ecosystems (for example Bloomberg and FactSet) and enable downstream consumption patterns (including Excel-based workflows and BQL where relevant)
- Collaborate with developers, data teams, QA/UAT teams, and business stakeholders to productionize prototypes into secure, supportable solutions
- Manage requirements gathering, documentation, testing coordination, and stakeholder communications across departments
- Structure, test, and refine MVPs; evolve them into production-ready tools through agile iteration, rollout planning, and adoption enablement
- Help develop and maintain a governance framework for responsible AI tool usage and deployment, including practical controls around data handling, access, and model usage patterns
- Present clear progress updates, functional demos, and decision-ready tradeoffs to senior leadership and cross-functional teams
Qualifications - 5-8 years of experience delivering internal business tools, AI/automation solutions, data-enabled products, or cross-functional technology implementations
- Excellent communication and interpersonal skills, with the ability to bridge business, data, and engineering teams
- Strong technical, analytical, and systems-thinking capabilities, including the ability to quickly learn unfamiliar platforms and connect workflows end to end
- Experience with Generative AI tools and platforms such as OpenAI, Copilot Studio, Azure OpenAI, Claude, and similar enterprise GenAI solutions
- Proven success managing delivery end-to-end, including discovery, requirements, prototyping, testing, rollout, training, and adoption
- Familiarity with enterprise solutioning, process mining, and business process optimization
- Experience with solution architecture concepts and secure application delivery in regulated enterprise environments
- Ability to manage multiple priorities across parallel workstreams in a fast-paced, iterative environment
- Preferred: experience in asset management, investment, or buy-side research operations and workflows
- Familiar With the Following Tools
- Microsoft Power Platform (Power Apps, Power Automate, Dataverse, Power BI)
- GenAI platforms and tooling (OpenAI ecosystem, Azure OpenAI, Copilot Studio, Claude, custom assistants, evaluation approaches)
- Data and analytics stack (SQL, Snowflake, Databricks or similar cloud data platforms, semantic models, data validation techniques)
- Market and research data ecosystems (Bloomberg, FactSet, Excel-based workflows including BQL where relevant)
- Microsoft 365 and Azure stack (Teams, SharePoint, Azure App Services, Azure Bot Framework/Services, Entra ID/Azure AD app registrations)
- Integration tooling (REST APIs, connectors, Postman or equivalent)
- Jira Cloud and the Atlassian suite (intake workflows, dashboards, delivery tracking, ticketing structures)
- Optional Tools: Figma, Whimsical, Miro (UI mockups); Python (light testing, automation, 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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