Thornburg Investment
Analyst, Client Solutions Group
Thornburg Investment, Santa Fe, New Mexico, us, 87503
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Primary Job Function:
The Analyst, Client Solutions Group plays a critical role in the sales process by helping the firm acquire and retain assets under management by meeting the information needs of prospects and clients in a timely manner.
Duties & Responsibilities:
Completes and reviews requests for proposals (RFP's), due diligence questionnaires, and data requests from clients and prospects.Develops the periodic reporting and ad hoc data analysis, in partnership with global distribution, for Thornburg's institutional client base.Manages projects associated with business development and client service, including updating and reviewing consultant databases.Contributes to a team effort by servicing clients in various channels.Utilizes software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.Reviews and updates the product and firm profiles on consultant databases.Develops a deep knowledge of Thornburg's investment offerings and clients to ensure accuracy and quality standards are met.Develops a strong understanding of Thornburg's asset management product offerings, as well as an understanding of our sales and client service processes.Job Benefits:
Medical, dental, and vision coverage.Employer 401(k) safe harbor and profit-sharing contributions.Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.Community involvement opportunities.Onsite cafeteria.Onsite fitness center.Referral program.Requirements
2+ years of investment industry experience - required .Bachelor's degree - required ; Finance, Marketing, or Economics degree - preferred .Knowledge of FactSet, Morningstar, Bloomberg - preferred .Experience with eVestment, consultant databases, and Omni - preferred .FINRA Series 7 and 66 (or equivalent), or the ability to obtain them within one year of hire - required .Understanding of relevant data and analytics, including performance, attribution, risk metrics, portfolio characteristics.Strong time management skills, with the ability to manage projects and switch between tasks.Ability to thrive in a deadline-oriented atmosphere.Strong communication skills.Ability to solve problems and overcome obstacles.Experience with Microsoft Suite (Word, Excel, Outlook).
Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Primary Job Function:
The Analyst, Client Solutions Group plays a critical role in the sales process by helping the firm acquire and retain assets under management by meeting the information needs of prospects and clients in a timely manner.
Duties & Responsibilities:
Completes and reviews requests for proposals (RFP's), due diligence questionnaires, and data requests from clients and prospects.Develops the periodic reporting and ad hoc data analysis, in partnership with global distribution, for Thornburg's institutional client base.Manages projects associated with business development and client service, including updating and reviewing consultant databases.Contributes to a team effort by servicing clients in various channels.Utilizes software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.Reviews and updates the product and firm profiles on consultant databases.Develops a deep knowledge of Thornburg's investment offerings and clients to ensure accuracy and quality standards are met.Develops a strong understanding of Thornburg's asset management product offerings, as well as an understanding of our sales and client service processes.Job Benefits:
Medical, dental, and vision coverage.Employer 401(k) safe harbor and profit-sharing contributions.Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.Community involvement opportunities.Onsite cafeteria.Onsite fitness center.Referral program.Requirements
2+ years of investment industry experience - required .Bachelor's degree - required ; Finance, Marketing, or Economics degree - preferred .Knowledge of FactSet, Morningstar, Bloomberg - preferred .Experience with eVestment, consultant databases, and Omni - preferred .FINRA Series 7 and 66 (or equivalent), or the ability to obtain them within one year of hire - required .Understanding of relevant data and analytics, including performance, attribution, risk metrics, portfolio characteristics.Strong time management skills, with the ability to manage projects and switch between tasks.Ability to thrive in a deadline-oriented atmosphere.Strong communication skills.Ability to solve problems and overcome obstacles.Experience with Microsoft Suite (Word, Excel, Outlook).
Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.