Associate - Portfolio Management

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the riskreturn spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.ResponsibilitiesPrimary responsibilities will include assisting the portfolio management and distribution teams for real estate strategies designed for the defined contribution (DC) market segment. Candidate will work closely to support the day-to-day management of existing productsstrategies including operations, investor due diligence and onboarding, financial analyses, research, client presentations, marketingclient service. Candidate will also assist in the development of new product strategies. Candidate will interact with a variety of functional corporate teams including fund portfolio management, finance, legal, performance, research and marketingclient service. Primary activities include, but are not limited to: Monitor the performance, capital flow, allocations and operations for DC product strategies. Model cash flow scenarios and prepare financial analyses using centralized data feeds. Interact with fund portfolio management teams and finance staff in order to maintain critical investment data, trendlines and themes. Prepare presentation decks, analyses and memorandums for senior management and investors.Facilitate the marketing, investor onboarding and client service of product strategies along with the DC product distribution teams, trustee and fund administrator. Coordinate and write responses for investorconsultant due diligence and reporting requests.Support product operational compliance and risk management.Assist with competitive analyses, review of industry trends and other special projects.Assist with the design and development of new product strategies. QualificationsBachelor's degree with a GPA of 3.3 or higher required. Minimum 3 years of experience in real estate, finance, product management or related-business position; 1-2+ years of experience if candidate has completed an MBA or masters degree in a business-related field.Highly organized; meticulous attention to detail with excellent communication and written skills. Strong interest and ability to work in a complex field with rapidly changing opportunities and players. High proficiency in Microsoft Office, especially in Excel, Word and PowerPoint. Strong ability to work with spreadsheets and data sets to prepare easily understood charts and tables. Self-starter, strong work ethic, integrity and collaborative nature. If based in New York, the base salary range for this position is USD $115,000 - $135,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.We offer generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Created: 2025-02-26