Franklin Templeton · 18 hours ago
Associate - Transactions
Los Angeles, California, United States of America
Full-time
Onsite
Mid Level
$11K/yr - $13K/yr
3+ years expClarion Partners, a leading real estate investment manager, is seeking an Associate in Transactions. The role involves assembling financial models, conducting due diligence on investments, and preparing investment memoranda for presentations to committees.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Excel and Argus
Assist with all due diligence relating to new investments including but not limited to the review of third party environmental and engineering reports, title, survey, historical financial statements, leases, and market research
Assembling and drafting investment memos to be presented to Clarion Partners and client investment committees
Monitor and analyze the financial performance of properties and portfolios
Create/maintain portfolio models
Assist with financing and disposition transactions
Assist with preparation and review of portfolio level and client reports
Prepare ad-hoc reports when needed
Assist with special projects as needed
Projections: Assemble and modify cash flow projection models with respect to an investment, utilizing both Argus and Excel. Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
Investment Memoranda: Prepare and assist in the presentation of Preliminary and Final Investment Memoranda to the Investment Committee and to Porolio Management personnel. Involves substantial data review and writing
Due Diligence and Closing: Undertake all due diligence responsibilities including detailed analyses of a property’s title and entitlement status, engineering and environmental condition, tenants and in-place lease review, operations and related financial statement review, analysis of market and competitive position, and other typical pertinent due diligence issues. Involves substantial data collection and review. Monitor transaction progress and coordinate closing
Assist with financing
Prepare ad-hoc reports when needed; assist with special projects as needed
Up to 25% of the analyst’s time may be spent on asset management, portfolio management, or research tasks
Qualification
Required
Bachelor's degree in real estate or finance; advanced degree is a plus
3-4 years postgraduate experience
Strong skills in financial analysis and modeling; high competency in preparing cash flows
Proven track record of success deploying capital into investments that generate projected returns and create long-term value for all stakeholders
Experience in investment underwriting both commercial and residential asset types
Experience in preparing written investment recommendations and participating in investment opportunity presentations
Preferred
Experience underwriting development opportunities is preferred
Benefits
Highly competitive and expansive health care coverage
Comprehensive 401K
Company-sponsored volunteer opportunities
Individual volunteer time off
Parental leave and childcare programs
Other benefits and discount purchase programs
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
2026-01-16
2026-01-16
2026-01-15
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