Regional Associate, Institutional Group

Employer
Thornburg Investment Management
Location
Santa Fe, USA
Salary
Base salary + bonus
Posted
Sep 05, 2017
Closes
Sep 17, 2017
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Thornburg Investment Management is a privately-owned global investment firm that offers a range of solutions for retail and institutional investors. We are driven by our mission to help our clients reach their long-term financial goals through fundamental research and active portfolio management. Founded in 1982 and headquartered in Santa Fe, New Mexico, we manage approximately $49 billion (as of June 30, 2017) across eight equity and eleven bond mutual funds, separate accounts for high-net-worth investors and institutional accounts, and five UCITS funds for non-U.S. investors.

At Thornburg, we value integrity and believe in doing the right thing for our company and our clients. Our culture promotes teamwork, while providing opportunities for our employees to learn and grow in their professional careers.  In 2015 Thornburg was named one of New Mexico's Best Places to Work.

LOCATION: Position is located in Santa Fe, New Mexico. Relocation assistance may be provided if you're an out of state candidate.

PRIMARY JOB FUNCTION:

Working with the Regional Director and Managing Director, the primary responsibilities of  the Associate is marketing, business development, and providing best in class service to Thornburg's institutional clients and consultants.

DUTIES AND RESPONSIBILITIES:

• Promote investment product sales and retention for the Regional Director and Managing Director via prospecting and preparation for client meetings and calls covering portfolio securities, account performance, new products and market developments.
• Act as secondary contact for Thornburg's larger clients in support of the Regional Director and Managing Director.
• Develop strong relationships with internal partners (investments, compliance, operations, and marketing) to facilitate best in class service and issue resolution.
• Utilize FactSet, Advent/APX, and Bloomberg to extract portfolio, security level, and market data for client reporting needs.
• Prepare customized materials (presentation books and attribution reports) for quarterly update calls and client meetings. Coordinate efforts with Thornburg PMs on these activities.
• Preparing analysis of portfolio performance and characteristics for internal and external use, including attribution analysis, “cheat sheets” and other ad hoc reports as needed by Thornburg's sub advisory and institutional and consultant clients.
• Assist with majority of the scheduling for the Regional Director and Managing Director.
• When appropriate, meet face-to-face with existing and prospective clients to discuss investment strategies. Act as a liaison between the investment team and the institutional plan sponsor and consultant channels.
• Represent Thornburg's institutional group at conferences and various client events.


 MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:

• Proficient in Microsoft Excel, PowerPoint, and Word.
• A solid understanding of financial markets and/or strong interest and aptitude.
• Ability to work and interface with clients on time sensitive request.
• SEC Series 7 required.
• Bachelor's Degree required; Business or Finance Degree preferred
• Progress toward CFA designation a plus.
• Previous experience in financial services a strong plus.

PERSONAL CHARACTERISTICS:

• Ability to work in a team environment.
• Ability to thrive in a deadline-oriented atmosphere.
• Ability to provide the highest level of service for Thornburg's sub advisory clients.
• Strong analytical skills and attention to detail.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Enthusiasm, positive attitude, and a drive to succeed are critical.

PHYSICAL REQUIREMENTS:
• Ability to work at a computer for an extended period of time.
• Ability to travel; up to 25% of the time.

LOCATION: Position is located in Santa Fe, New Mexico. Relocation assistance may be provided if you're an out of state candidate.


 Thornburg Investment Management is an EEO/AA employer.