Posted 3 days ago
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**Senior Analyst – Investment Performance & Risk** Leverage your 3-6 years of data-intensive finance or real estate experience to drive Clarion Partners' Performance, Risk & Reporting team. Manage fund, investment, and asset-level real estate data, validate using variance analysis and system tie-outs. Produce recurring reports, automate workflows using SQL, Power Query, or Python. Strong Excel skills, proficiency in Power BI required. Bachelor's degree, MBA, CFA, or CPA preferred. Collaborate with cross-functional teams and global stakeholders in this detail-driven, automation-focused role. Peak reporting periods may require deadline management.
- Compensation
- Not specified
- City
- Not specified
- Country
- India
Currency: Not specified
Full 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.
About the Department:
The Performance, Risk & Reporting team ensures high-quality investment data and reporting across Clarion Partners real estate strategies. The team works closely with accounting, portfolio management, valuation, operations, and external partners to deliver accurate performance, risk, and investor reporting. You will join a collaborative, detail-driven environment focused on automation, data integrity, and continuous improvement, gaining deep exposure to institutional real estate investments and global stakeholders.
How Will You Add Value?
You will ingest and process fund, investment, and asset-level real estate data.
You will validate data using completeness checks, variance analysis, and system tie-outs.
Investigate data issues and coordinate resolutions with internal and external teams.
Produce recurring internal and external performance and risk reports.
You will build and maintain automated dashboards and recurring reports.
You will support investor and prospect data requests with accurate reporting packages.
You will calculate performance metrics and reconcile results to approved source data.
Support attribution and risk analysis with clear supporting commentary.
Automate workflows using SQL, Power Query, Power BI, or Python.
Document processes and improve reporting reliability and auditability.
What Will Help You Be Successful In This Role?
Experience, Education & Certifications:
Bachelors degree in finance, accounting, economics, engineering, or related field.
Three to six years in investment management, real estate, or data-intensive finance roles.
MBA, Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) preferred.
Technical Skills:
Advanced Microsoft Excel and strong Microsoft Office skills.
Working knowledge of Structured Query Language (SQL) and relational databases.
Experience building reports in Microsoft Power BI.
Experience with automation tools such as Power Query or Python.
Soft Skills:
Strong written and verbal English communication skills.
High attention to detail and structured problem-solving ability.
Ability to manage deadlines during peak reporting periods.
Willingness to work with partial overlap to United States time zones.
Work Shift Timings - 2:00 PM - 11:00 PM IST
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.
