ClearBridge Investments is seeking an Account Transition Associate to join its New York City based Retail Client Service Team. This individual will coordinate the start-up of investment management accounts for retail separately managed account clients on dual contract platforms. This individual will also provide ongoing client service to such accounts, as needed. The ideal candidate is one that has strong communication and organizational skills and deep knowledge of the retail SMA industry.
ClearBridge Investments is a well-established global investment manager with a legacy dating back more than 50 years and $140 billion in assets under management. We are committed to long-term results through active management. ClearBridge, an affiliate of Legg Mason (NYSE: LM), operates with investment independence from headquarters in New York and offices in Baltimore, London, San Francisco and Wilmington.
Led by the insight of proprietary, fundamental research and a team of Portfolio Managers with an average of 25 years of investment industry experience, our investment process provides clients with equity-focused strategies in a number of investment vehicles and personalized, value-added client service. Our strategies are oriented around three primary investment objectives: Low Volatility, High Active Share and Income Solutions.
The Firm fosters a collaborative and collegial work environment and a culture that promotes career enhancement and development. For the past five years, ClearBridge has received an award in the Pension & Investments Best Places to Work in Money Management survey.
ClearBridge is an equal opportunity employer.
ClearBridge Investments offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k), profit-sharing, paid time off, employee stock purchase plan, tuition reimbursement, and much more.