Legg Mason

  • Operations Associate

    Job Locations US-NY-New York
    Req. #
    2018-2963
    Division
    ClearBridge Investments
    Position Type
    Regular
  • Position Overview

    ClearBridge Investments is seeking an Associate to join our New York City based Operations Team. This is an ideal 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:

    Key Responsibilities:

    Primary Billing Responsibilities and Duties

    • 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.

    Primary Proxy Responsibilities and Duties

    • 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

     

     

    Qualifications:

    • 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

    Company Overview

    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.    The firm continues to see strong growth in assets, new investment mandates and global awareness, and is looking to expand its talent base to support that growth.

     

    ClearBridge is an equal opportunity employer.

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