Equity Research Analyst (Software and AI) - Clearbridge

ClearBridge Investments is hiring an Equity Research Analyst to cover AI and Software companies on its fundamental research team. The role involves bottom-up due diligence, financial modeling and valuation, and generating company and stock recommendations for ClearBridge portfolios.

Crypto & Web3

• Finance
• Venture Capital
• Professional Services
• Cryptocurrency
• Financial Services
• Hedge Funds
• Wealth Management
• Insider Connection @Franklin Templeton
• 2 email credits available today
• Beyond your network
• From your previous company

Responsibilities

• 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

Preferred

• MBA and/or CFA a plus
• Buyside experience preferred

Benefits

• Annual discretionary bonus
• 401(k) plan with a generous match
• Recognition rewards
• Comprehensive benefits package, including 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)
• Motivational well-being program
• Glassdoor
• 3.9
• Global investment management organization.
• San Mateo, California, USA
• http://www.franklintempleton.com
• Late Stage
• Leadership Team
• Jenny Johnson
• Chief Executive Officer
• Kimberly Roy
• Global Client Group Chief Operating Officer
• Recent News
• Investment News
• Franklin Templeton expands RIA distribution team, eyes ETF, alts, and direct indexing
• 2026-10-30
• TradingView
• QUICK SPARK: Franklin Templeton's New Bitcoin ETFs Use Stock Dividends To Build Crypto Exposure
• Dallas Innovates
• Dallas Startup Warhound Raises $200M to Genetically Engineer and Clone Elite Military Dogs
• 2026-10-28

Qualifications

• 5 - 10 years of buy side equity research experience
• Experience analyzing companies spanning AI and Software
• College degree
• 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
• Must be eligible to work in the U.S. without current or future sponsorship
• MBA and/or CFA a plus
• Buyside experience preferred

Required skills

• AI Sector Analysis, Business Model Analysis, Buy-Side Equity Research, Financial Statement Analysis, Fundamental Analysis, Investment Opportunity Evaluation, Software Sector Analysis, Valuation Analysis

Preferred skills

• Buyside experience preferred, MBA and/or CFA a plus

Experience

• 5-10 years