What are the responsibilities and job description for the AI and Technology Business Solutions Analyst position at ClearBridge Investments?
Firm Overview
ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. The firm manages more than $200 billion as of December 31, 2025.
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. ClearBridge Investments has been named by Pensions & Investments Magazine (P&I) as one of the Best Places to Work in Money Management for the fourteenth year in a row. These awards reflect the Firm's diverse and inclusive culture, spirit of collaboration, work/life balance and our ongoing investment in our employee
s.
Job Summ
aryClearBridge Investments is seeking a Technology Business Analyst to join our New York City–based Technology team. This is a hands-on role focused on designing, prototyping, and delivering AI-enhanced internal tools, automation workflows, data-enabled capabilities, and low-code applications that improve operations across the fi
rm.
You’ll work directly with business users to build and deploy AI-focused and analytics-enabled solutions that enhance our investment and related capabilities. You will work to understand business opportunities, define and catalog requirements, and rapidly prototype workflows and applications across platforms including the Microsoft ecosystem, modern GenAI tools, and our data and analytics stack. This role blends project management, product thinking, solution architecture, rapid prototyping, and stakeholder communicat
ion.
Ideal candidates are self-starters with strong technical and analytical skills, the ability to derive business process insights in real time, and experience implementing AI-enabled and data-driven tools inside dynamic environments. You’ll thrive here if you can operate across multiple workstreams, solve business problems within enterprise contexts, and translate ideas into functioning solut
ions.
Key Technology Business Analyst Responsibi
- litiesLead focus groups, interviews, and working sessions to uncover opportunities, validate value, and drive scalable AI and automation implement
- ationsScope problems, design intelligent workflows, rapidly prototype tools in partnership with users, and drive delivery of AI-powered and data-enabled internal applic
- ationsDesign and develop technology solutions that improve operational efficiency across research, investment, and operational
- teamsBuild AI copilots, assistants, and automation workflows using Microsoft Power Platform, Copilot Studio, Azure services, OpenAI/Azure OpenAI, and other GenAI platforms as appro
- priateStand up rapid MVP prototypes (including lightweight and containerized prototypes when useful) to gather requirements and iterate in real time with business
- usersPerform fast-turn data discovery and validation (SQL and related methods) to accelerate delivery, reduce cycle time, and support reporting and analytics initi
- ativesPartner with data and engineering teams to integrate internal workflows with external data ecosystems (for example Bloomberg and FactSet) and enable downstream consumption patterns (including Excel-based workflows and BQL where rel
- evant)Collaborate with developers, data teams, QA/UAT teams, and business stakeholders to productionize prototypes into secure, supportable sol
- utionsManage requirements gathering, documentation, testing coordination, and stakeholder communications across depar
- tmentsStructure, test, and refine MVPs; evolve them into production-ready tools through agile iteration, rollout planning, and adoption enab
- lementHelp develop and maintain a governance framework for responsible AI tool usage and deployment, including practical controls around data handling, access, and model usage pa
- tternsPresent clear progress updates, functional demos, and decision-ready tradeoffs to senior leadership and cross-functional
teams
Qualifi
- cations5–8 years of experience delivering internal business tools, AI/automation solutions, data-enabled products, or cross-functional technology implemen
- tationsExcellent communication and interpersonal skills, with the ability to bridge business, data, and engineerin
- g teamsStrong technical, analytical, and systems-thinking capabilities, including the ability to quickly learn unfamiliar platforms and connect workflows end
- to endExperience with Generative AI tools and platforms such as OpenAI, Copilot Studio, Azure OpenAI, Claude, and similar enterprise GenAI so
- lutionsProven success managing delivery end-to-end, including discovery, requirements, prototyping, testing, rollout, training, and a
- doptionFamiliarity with enterprise solutioning, process mining, and business process optim
- izationExperience with solution architecture concepts and secure application delivery in regulated enterprise envir
- onmentsAbility to manage multiple priorities across parallel workstreams in a fast-paced, iterative envi
- ronmentPreferred: experience in asset management, investment, or buy-side research operations and wo
- rkflowsFamiliar With the Followin
- g ToolsMicrosoft Power Platform (Power Apps, Power Automate, Dataverse, Po
- wer BI)GenAI platforms and tooling (OpenAI ecosystem, Azure OpenAI, Copilot Studio, Claude, custom assistants, evaluation appr
- oaches)Data and analytics stack (SQL, Snowflake, Databricks or similar cloud data platforms, semantic models, data validation tech
- niques)Market and research data ecosystems (Bloomberg, FactSet, Excel-based workflows including BQL where re
- levant)Microsoft 365 and Azure stack (Teams, SharePoint, Azure App Services, Azure Bot Framework/Services, Entra ID/Azure AD app registr
- ations)Integration tooling (REST APIs, connectors, Postman or equi
- valent)Jira Cloud and the Atlassian suite (intake workflows, dashboards, delivery tracking, ticketing stru
- ctures)Optional Tools: Figma, Whimsical, Miro (UI mockups); Python (light testing, automation, and da
ta ops)
Total
RewardsOur employees have access to a competitive and valuable set of Total Rewards. Our Total Rewards
- include:Health, wellness and risk benefits to protect employees and their
- familiesRetirement savings, stock purchase and other incentive programs to help employees plan for th
- e futureHoliday, paid-time-off and other employee programs that support work-life
- balanceSupport for pursuing certifications, external education and degree
- programsLearning, development and career advancement oppor
- tunitiesWays to get involved in, and give back to, our communities, including paid time off for volunteering and charitable donation
- matchingThe salary range for this position is targeted for $130,000 to $175,000 plus discretionary bonus. Base pay offered may vary depending on job related knowledge, skills, and exp
erience.
ClearBridge is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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 re