Legg Mason

Mutual Fund Business Analyst

Job Locations US-CT-Stamford
Req. #
Global Fiduciary Platform
Position Type

Position Overview

Are you a recent College Grad (or upcoming Grad) who's interested in Finance and working for a global asset management Company? Legg Mason’s Global Fiduciary Platform department (GFP) is hiring a Specialist to join the Product Support team. Product Support is responsible for providing mutual fund performance reporting, financial analysis and business metrics to cross-functional business teams (Marketing, Finance, Product Management, Fund Administration, Fund Services, Legal, Compliance, etc.) across affiliates, globally, to help achieve firm-wide strategic business objectives.  The Product Support team works out of Legg Mason’s Stamford, CT location in the 100 First Stamford building.

Key Responsibilities & Duties Include, but not Limited to

  • Performance oversight for open-end, closed end and ETF funds;
  • Work with the global fund database and reporting for domestic and offshore funds. Interact with Custodians and Legg Mason’s IT department to solve issues in a timely matter;
  • Create and distribute various management reports on a daily, monthly, quarterly and annual basis; manage and respond to ad-hoc requests for reporting in a timely manner;
  • Analyze and resolve all daily data issue with accounting, technology, or custodians;
  • Sales Reporting: Run weekly, monthly, and quarterly sales and asset reports;
  • Design customized ad hoc reports using Crystal, MS Access, Business Objects;
  • Perform ad-hoc financial analysis
  • Provide business metrics reports
  • Board reporting

Ideal Qualifications and Experience

  • College degree in Accounting or Finance
  • 0-3 years of relevant work experience; May 2018 graduates with internship experience are encouraged to apply
  • Proficient with MS Office applications, specifically Access, Excel and PowerPoint
  • Knowledge of SQL, Crystal Reports, Business Objects, table or database structures a plus;
  • Organization and time management skills;
  • Strong communication skills, both verbal and written
  • Analytical and problem-solving skills 

Company Overview

Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, and passion for results, empowerment, and a commitment to our profession. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry's premier firms, consider the opportunities at Legg Mason today.


Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k) with company match, profit-sharing, extensive paid time off, employee stock purchase plan with company match, paid parental leave for ALL parents, tuition reimbursement, and much more. Learn more about our amazing culture, our benefits, and #LifeAtLeggMason here.


Key words: mutual fund accounting, fund accounting, fund accountant, business analyst, financial analyst, financial analysis, data analyst, reporting, sql, business objects, crystal reports, access, excel, database, information technology


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