Business Solutions Analyst

Franklin Templeton Investments; United States; On-site; USD 115,000 - 135,000; Full time

Benefits offered by this job

Health care coverage

401(k) plan

Volunteer time off

Parental leave and childcare programs

Discount programs

Job summary

Clarion Partners seeks a Business Solutions Analyst to partner with the Portfolio Finance team and translate business needs into clear requirements, driving projects from concept through delivery.

This role emphasizes analytical, detail‑oriented, customer‑focused skills to support investor reporting and related applications.

Qualifications

• 3–5 years of experience in business analysis, project management, or a related role.
• Experience developing or supporting accounting‑related or investor reporting systems.
• Strong proficiency with Microsoft Office tools (Word, PowerPoint, Visio); advanced Excel skills required.

Responsibilities

• Lead and manage projects related to investor reporting and other applications supporting Portfolio Finance initiatives, including new fund launches.
• Partner with business stakeholders to gather, analyze, and document requirements; define project scope; and translate business needs into clear, actionable deliverables.
• Produce high‑quality documentation, including functional requirements, user stories, UI concepts, project plans, status updates, test scripts, and training materials.
• Build strong working relationships with business users and proactively manage expectations throughout the project lifecycle.
• Coordinate and guide project team members, including developers and testers, across all phases of the system development lifecycle.
• Plan and execute system testing for new or enhanced solutions to ensure requirements are met.
• Ensure solutions are properly tested, approved, and deployed in accordance with established change control processes.
• Provide ongoing support to business users, including assistance with monthly and quarterly client reporting.

Skills

SQL

Advanced Excel

Project coordination

Documentation

Stakeholder communication

Education

Bachelor’s degree (CS/Accounting/Finance)

Tools

Azure DevOps

Atlassian

GitHub

Job description

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.

Role Overview

We are seeking a Business Solutions Analyst to partner closely with the Portfolio Finance team and help deliver software and processes that support their business objectives. The role is well suited for an analytical, detail‑oriented, customer‑focused candidate comfortable at the intersection of business and technology. The ideal candidate can translate business needs into clear requirements and successfully drive projects from concept through delivery.

Key Responsibilities

• Lead and manage projects related to investor reporting and other applications supporting Portfolio Finance initiatives, including new fund launches.
• Partner with business stakeholders to gather, analyze, and document requirements; define project scope; and translate business needs into clear, actionable deliverables.
• Produce high‑quality documentation, including functional requirements, user stories, UI concepts, project plans, status updates, test scripts, and training materials.
• Build strong working relationships with business users and proactively manage expectations throughout the project lifecycle.
• Coordinate and guide project team members, including developers and testers, across all phases of the system development lifecycle.
• Plan and execute system testing for new or enhanced solutions to ensure requirements are met.
• Ensure solutions are properly tested, approved, and deployed in accordance with established change control processes.
• Provide ongoing support to business users, including assistance with monthly and quarterly client reporting.

Required Qualifications

• Bachelor’s degree, preferably in Computer Science, Accounting, Finance, or a related field.
• 3–5 years of experience in business analysis, project management, or a related role.
• Experience developing or supporting accounting‑related or investor reporting systems.
• Strong proficiency with Microsoft Office tools (Word, PowerPoint, Visio); advanced Excel skills required.
• Working knowledge of SQL and relational database concepts.
• Excellent organizational, analytical, and communication skills, with the ability to work effectively with both technical teams and business stakeholders.
• Project management experience.
• Ability to manage multiple priorities, meet deadlines, and perform well in a fast‑paced environment.
• Strong attention to detail and ability to work independently while remaining a collaborative team member.
• Solid understanding of Change Management process required for software development.
• Experience working with Azure DevOps, Atlassian, GitHub, or similar.

Beneficial Qualifications

• Experience using AI‑enabled productivity tools (e.g., Copilot, ChatGPT) to improve efficiency.
• Background in commercial real estate, accounting, or financial software platforms.
• Experience with Power BI for reporting, data analysis, and dashboard development.
• Familiarity with real‑estate accounting solutions such as MRI, Yardi, or RealPage.
• Exposure to Agile delivery methodologies, including writing requirements for sprint‑based development.
• Knowledge of investor statement production and distribution processes.
• Experience working with SS&C Investran, Allvue Systems, eFront, FundCount, or similar.

If based in New York, the base salary range for this position is USD $115,000 – $135,000. The actual base salary offered will be determined by the candidate’s experience, job‑related knowledge, and qualifications.

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 401(k), company‑sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, and other benefits and discount programs.

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees and evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or 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. At Clarion Partners, you will have the opportunity to build a career based on dedication and talent in a culture that values collaboration and autonomy, and the work you do will have a real impact.