Financial Analyst

Franklin Templeton Investments; United States; On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

401K plan

Volunteer opportunities

Volunteer time off

Parental leave

Childcare programs

Discount purchase programs

Job summary

Clarion Partners, headquartered in New York, is seeking a Senior Analyst to join the Portfolio Management team. You will support the management and execution of investment strategy across a diversified fund, gaining exposure to acquisitions, asset management, financing, and client reporting.

The role requires strong financial modeling, Excel proficiency, and the ability to work across multidisciplinary teams.

Qualifications

• Bachelor’s degree in finance, economics, real estate, or related field.
• Advanced financial modeling and analytical skills.
• Strong written and verbal communication; ability to synthesize complex analyses.

Responsibilities

• Support portfolio-level analysis, forecasting, and strategic decision-making.
• Evaluate prospective investments for portfolio alignment and risk.
• Prepare portfolio analyses, performance reports, and client materials.
• Assist with the analysis of new investments and market reviews.
• Monitor portfolio performance against budgets and plans.
• Maintain and enhance portfolio models, cash flows, and forecasts.
• Coordinate with Asset Management and appraisers on valuations and budgets.
• Support financing, refinancing, disposition, and capital markets activities.
• Maintain historical data and benchmarking against peers.
• Collaborate across Portfolio Management, Acquisitions, Asset Management, Research, Finance, and Client Capital Management.

Skills

Financial modeling

Excel

ARGUS Enterprise

Communication skills

Attention to detail

Team collaboration

Education

Bachelor’s degree in finance, economics, real estate, or business

Tools

ARGUS Enterprise

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. Clarion Partners offers a broad range of real estate strategies across the risk/return 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.

Responsibilities

The Senior Analyst will be a key member of the Portfolio Management team, supporting the management and execution of investment strategy across a diversified fund. The role provides broad exposure to portfolio management, acquisitions, asset management, financing, dispositions, valuations, and client reporting.

Primary responsibilities include:

• Support portfolio-level analysis, forecasting, and strategic decision-making, including portfolio construction, investment pacing, liquidity, concentration, and risk analysis.
• Evaluate prospective investments to determine alignment with portfolio objectives, including return requirements, market and sector exposure, tenant and lease rollover, concentration, and overall portfolio fit.
• Prepare and review portfolio-level financial analyses, performance reports, client materials, and internal management reporting.
• Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio, including market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks.
• Monitor property and portfolio performance relative to budgets, business plans, underwriting, and investment objectives; identify key trends, risks, and opportunities.
• Maintain and enhance portfolio models, forecasts, cash flow projections, and other analytical tools used to support portfolio management decisions.
• Coordinate with Asset Management and third-party appraisers in connection with property valuations, operating budgets, business plans, and quarterly portfolio reviews.
• Support financing, refinancing, disposition, and other capital markets transactions.
• Maintain historical portfolio and peer data, and prepare recurring competitive set updates benchmarking performance, strategy, investment activity, and positioning relative to peers.
• Partner with colleagues across Portfolio Management, Acquisitions, Asset Management, Research, Finance, and Client Capital Management In portfolio initiatives and special projects.

Qualifications

Bachelor’s degree required; degree in finance, economics, real estate, business, or a related discipline preferred. 1–3 years of relevant experience in commercial real estate, investment management, investment banking, financial services, or a related field. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Experience with ARGUS Enterprise preferred. Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear conclusions. Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines. Ability to work both independently and collaboratively across multidisciplinary teams. Candidate should be proactive and self‑motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.

If based in New York, the base salary range for this position is USD $95,000 - $110,000. 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 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 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 an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

At Clarion Partners, you will have the opportunity to build a career based on your dedication and talent in a culture that values both collaboration and autonomy.

The work you do will have a real impact. Whether you're looking to begin your journey in commercial real estate, or strengthen an already robust career, Clarion Partners offers several ways to contribute to the growth of our Firm and success of our clients.