Clarion Partners is a leading real estate investment manager headquartered in New York, and they are seeking a Business Solutions Analyst to enhance their portfolio modeling and forecasting platform. This role involves partnering with various teams to design and develop Anaplan models that support investment analysis and decision-making.

Responsibilities:

Design, develop, and enhance Anaplan models that support portfolio forecasting, investment analysis, scenario planning, and fund performance evaluation
Own the development and continuous enhancement of modeling capabilities used across the firm's real estate investment platform
Partner directly with investment professionals, portfolio managers, and finance leadership to understand business objectives and translate them into scalable Anaplan solutions
Develop portfolio and fund-level scenario analysis tools that allow users to evaluate acquisition opportunities, dispositions, financing alternatives, and portfolio construction decisions
Build and enhance models that measure the impact of investment decisions on portfolio performance, leverage, NAV, GAV, cash flows, revenues, expenses, and fund-level financial results
Collaborate with stakeholders to define requirements, prioritize enhancements, and deliver solutions that address evolving investment and financial planning needs
Lead requirements gathering, solution design, testing, deployment, and continuous enhancement efforts related to the portfolio modeling platform
Develop integrations and analytical capabilities that connect Anaplan with upstream and downstream business systems
Identify opportunities to improve model performance, scalability, maintainability, automation, and data quality
Produce high-quality documentation, including functional requirements, process flows, testing plans, training materials, and implementation documentation
Coordinate project activities and guide stakeholders through all phases of the solution lifecycle
Execute system testing and user acceptance testing to ensure delivered solutions meet business objectives and quality standards
Drive successful deployment of new capabilities through established change management processes
Serve as a trusted partner to business stakeholders by providing analytical insight, challenging assumptions, and contributing to strategic planning and investment discussions

Requirements:

Bachelor's degree, preferably in Finance, Accounting, Economics, Computer Science, Engineering, Mathematics, or a related field
Experience within commercial real estate, investment management, private equity, asset management, fund accounting, or FP&A environments
2–5 years of professional experience in business analysis, financial modeling, data analytics, software development, or a related discipline
Proven track record of independently leading significant initiatives from design through implementation
Strong analytical and logical problem-solving skills with the ability to evaluate complex business scenarios and develop practical solutions
Experience working with business-critical models, data, or technology platforms in a professional environment
Advanced Microsoft Excel skills
Excellent organizational, analytical, and communication skills with the ability to work effectively with both technical teams and business stakeholders
Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment
Strong attention to detail and commitment to delivering accurate and reliable results
Demonstrated ability to learn complex business processes and translate them into scalable technology solutions
Demonstrated interest in financial modeling, forecasting, investment analysis, portfolio management, and the development of technology solutions that directly influence business and investment decisions
Experience utilizing AI-enabled productivity tools such as Microsoft Copilot and ChatGPT to improve development efficiency, analytical workflows, and documentation
2 or more years of hands-on Anaplan model development experience, including model architecture, module design, calculations, lists and hierarchies, data integrations, security design, and production deployment
Experience developing Anaplan solutions used for portfolio modeling, financial forecasting, scenario analysis, capital planning, or investment decision-making
Experience developing complex financial forecasting, portfolio modeling, and scenario analysis solutions used for business-critical decision making
Strong understanding of investment management, portfolio construction, fund structures, debt financing, and investment performance measurement
Experience developing enterprise-scale models relied upon by investment professionals, finance teams, and senior leadership
Strong proficiency with SQL, relational database concepts, and data modeling principles
Experience developing reporting and analytical solutions using Power BI
Experience partnering directly with business stakeholders to translate investment and financial objectives into scalable technical solutions
Demonstrated ability to evaluate complex business scenarios, challenge assumptions, and develop practical solutions that improve decision making

Franklin Templeton

Open Positions (2)

Data

Business Solutions Analyst

Business Solutions Analyst