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Associate Portfolio Specialist

Company: Thornburg Investment Management
Location: Santa Fe
Posted on: November 9, 2019

Job Description:

The Associate Portfolio Specialist works closely with the firm's Portfolio Specialists to assist in all activities described below. The Associate Portfolio Specialist acts to support the broad-based efforts of the team as product and business champions for the firm's investment strategies. DUTIES AND RESPONSIBILITIES: Serves as a subject matter expert across the entire firm to both internal and external clients. Assists colleagues in a variety of scenarios wherein investment process, product-level, and security-level, detail is needed. Serves as a key resource for quantitative analysis across a variety of use cases. Clearly articulates investment processes, current positioning, security-level detail, and competitive advantages through presentations as a proxy for investment personnel to a wide array of clients across multiple channels. Performs strategic business analysis on investment strategies to identify competitive advantages and market opportunities. Communicates opportunities to both business and investment professionals across the firm. Executes identified business analysis opportunities once launched and owns the process throughout the life of the campaign. Serves as the business champion for investment strategies. Communicates selling and retention opportunities and works for strategy mindshare with internal colleagues. Educates and trains internal distribution and marketing colleagues through teach-ins on the assigned strategies. Develops marketing themes and sales ideas with the distribution team and addresses topical issues by creating documents that can be used internally and externally. Periodically reviews these materials and assists in updates as needed. MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:

  • Bachelors degree, preferably in a business related field
  • Knowledge of financial services industry and asset management strategies
  • Experience articulating complex investment concepts
  • Familiarity with investment related software, including Excel, FactSet, and Bloomberg
  • Ability to discuss Thornburg strategies across vehicles
  • Series 7 and 66 (or equivalent) securities licenses (or the ability to obtain them shortly after date of hire) PERSONAL CHARACTERISTICS:
    • Articulate, with the ability to represent Thornburg and our portfolio managers in a professional manner
    • Works well in a team environment
    • Detail oriented

Keywords: Thornburg Investment Management, Santa Fe , Associate Portfolio Specialist, Other , Santa Fe, New Mexico

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