Equity Research Analyst (Software and AI) - Clearbridge

Franklin Templeton; New York (NY); On-site; USD 180,000 - 230,000; Full time

Job summary

ClearBridge Investments is seeking an Equity Research Analyst to cover AI and Software, joining its New York-based fundamental research team. You will conduct bottom-up analysis to identify mispriced securities and generate stock ideas for portfolios.

This role requires 5–10 years in buy-side equity research, strong modeling/valuation skills, MBA and/or CFA is a plus, and the ability to travel. Based in New York City with competitive compensation and bonus potential.

Qualifications

• 5–10 years of buy-side equity research experience.
• Experience analyzing AI and Software companies.
• MBA and/or CFA a plus.
• Ability to dissect and value business models.
• Strong analytical skills and financial statement analysis.
• Ability to evaluate opportunities and communicate conclusions.
• Ability to collaborate and work independently.
• Buyside experience preferred and willingness to travel.
• US work eligibility without sponsorship.

Responsibilities

• Conduct due diligence within the Software and AI sectors.
• Attend and/or lead company management meetings.
• Dissect and project financials; perform valuation analysis.
• Synthesize data to generate investment ideas or recommendations.
• Maintain current views on securities held in portfolios.
• Communicate key findings to PM teams to drive alpha.
• Serve as the expert on designated areas of concentration.
• Evaluate ESG risks and opportunities.

Skills

Buy side equity research

AI & Software analysis

Financial statement analysis

Valuation skills

Communication of conclusions

Team collaboration

Independent work

Travel flexibility

US work authorization

Education

MBA

Bachelor's degree

CFA a plus

Tools

Excel

Job description

ClearBridge is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. Manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world’s largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.

As Franklin Templeton’s largest equity specialist, ClearBridge combines boutique agility with global scale. Headquartered in New York, we have a strong global presence and a culture recognized by Pensions & Investments as one of the Best Places to Work in Money Management for fourteen consecutive years.

Team & Role Overview

About the Team and Department

ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets and income. Our local market capabilities serve clients in the U.S., U.K., Canada and Australia. The firm manages over US$200 billion (as of June 30, 2026).

ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world’s largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.

As Franklin Templeton’s largest equity specialist, ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne, and Sydney.

About The Role

ClearBridge Investments is looking to add an Equity Research Analyst with coverage spanning AI and Software companies to its New York-based fundamental research team. Our research process focuses on using bottom-up fundamental analysis to identify and take advantage of mispriced securities. This requires due diligence on industry- and company-specific trends, analysis of company-reported financials, as well as extensive modeling and valuation work. Our Analysts then use this research to make specific company and stock recommendations for the portfolios managed by ClearBridge.

Primary Responsibilities

How You Will Add Value

• Conduct due diligence within the Software and AI sectors
• Attend and/or lead company management meetings
• Dissect and project company financials; perform valuation analysis
• Synthesize data to generate new investment ideas and/or recommend investment action
• Maintain current views on securities held in portfolios
• Communicate key findings and recommendations to PM teams to help drive firm alpha
• Serve as the expert on designated areas of concentration
• Evaluate environmental, social, and governance (ESG) risks and opportunities

What Will Help You Be Successful In This Role

Experience, Education & Certifications

Required Skills & Experience

• 5 - 10 years of buy side equity research experience
• Experience analyzing companies spanning AI and Software
• College degree, MBA and/or CFA a plus
• Competency in dissecting and valuing business models
• Exceptional analytical skills and proven ability to dissect financial statements
• Ability to evaluate investment opportunities in a timely fashion and effectively communicate conclusions
• Ability to collaborate as well as work independently
• Buyside experience preferred
• Ability to travel as needed
• Must be eligible to work in the U.S. without current or future sponsorship – unable to provide visa support

Work Schedule & Location

• Work Location: New York City – 4 days in office

Compensation Range:

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational well-being program. We expect the annual salary for this position to range between $180,000 to $230,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.