Legg Mason

  • Data Analyst

    Job Locations US-CT-Stamford
    Req. #
    Global Sales Management Analytics
    Position Type
  • Position Overview

    Legg Mason’s Global Distribution organization is seeking a Data Analyst to join the Client Data Management team. This opportunity is perfect for someone with stellar analytical skills who likes to work cross-functionally with other internal teams and vendors while being part of Legg Mason's big data efforts. 


    The Client Data Management team is essential to Legg Mason’s enhanced focus on being a data driven organization. The team is responsible for the day-to-day management of the overall quality, completeness, and value of client data within Global Distribution from internal, client-provided, and 3rd-party sources. The group is a strategic enabler of robust business intelligence to support the organization’s front-line sales, marketing, and analytical efforts.

    Key Responsibilities:

    • Lead the on-boarding process of new data sets to enhance the segmentation of our client base.
    • Own daily maintenance processes – associating transactions with clients and ensuring accuracy of existing client data.
    • Creation and performance of routine data management tests and controls to ensure the integrity of client records.
    • Work with internal distribution partner representatives to obtain accurate, up-to-date advisor data and load to sales and marketing systems.
    • Extract, transform, cleanse and load data from various sources into the CRM system.
    • Identify new processes to help streamline the data quality and completeness efforts within the CRM system.
    • Business Analysis – Perform ad-hoc analysis and identify potential problems with our sales data and mapping structure.
    • Project Management – Resource allocation, project quality, stakeholder expectations, project budgeting, relationship management. 


    • Bachelor’s in Mathematics, Computer Science, Information Management, or related area preferred 
    • Proficient in SQL Server, PostgreSQL or Oracle
    • Excellent Excel skills (pivot tables, macros, formulas, and modeling)
    • Stellar analytical skills with the ability to collect, organize, analyze, interpret, and disseminate significant amounts of information with attention to detail and accuracy
    • Great written/verbal communication, presentation, and relationship building skills
    • Ability to work collaboratively with professionals at all levels of the organization (internal customer service).
    • 1-3+ years of data management experience; prior experience as a Data Analyst ideal
    • Retail mutual fund, asset management, broker dealer, or other financial intermediary experience a plus but not required

    Company Overview

    Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: Collaboration, Integrity and Accountability. 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.


    What’s in it for you: 

    • Competitive pay and benefits, including medical, dental, life insurance and more (learn more)
    • A culture where continuous improvement, innovation, and growth are top of mind and diversity & inclusion is paramount
    • Extensive paid time off, including 12 weeks' paid parental leave for all full-time regular employees 
    • A learning culture that promotes and supports learning and development w/ $8,000 per year in tuition reimbursement and $300 towards personal enrichment (interested in basket-weaving? yep, it's covered!)
    • Working alongside the industry’s best and brightest
    • Company-provided Care.com membership
    • Discounts to area fitness centers, large retail chains, cell phone providers, and more
    • Dress for your Day dress code -- break out your jeans and sneakers!


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