Portfolio Specialist- Equity at THORNBURG INVESTMENT MANAGEMENT INC

Cuyamungue, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

0.0

Posted On

01 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategy, Client Service, Marketing, Product Development, Portfolio Management, Investment Research, Communication, Presentation Skills, Emotional Intelligence, Relationship Management, Risk Management, Interpersonal Skills, Team Collaboration, Mentoring, Analytical Skills, Market Commentary

Industry

Financial Services

Description

Description 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 Portfolio Specialist (PS) acts as the investment strategy expert and product champion for assigned Thornburg equity strategies. The PS is the primary product manager for the relevant strategies and serves as a proxy for the Portfolio Managers in all matters related to client service, marketing, and product development. The PS will be well integrated with the investment team, remaining current and informed of deep portfolio-level details. The Portfolio Specialist is expected to play a lead role in the positioning of his/her strategies, to include being the in-house expert on: The respective category the strategy finds itself in, along with the flow landscape. The strategy performance & volatility and clearly defined narrative. The competitive landscape and key differentiators. The various vehicle types within the strategy itself. The various sales channel (retail, institutional/international, ETFs/SMAs). Our portfolio guidelines and expectations and adherence to risk management guardrails. Current pricing dynamics. Historical perspectives on the strategy and key portfolio nuances. The availability of the portfolio on our key partner platforms. The messaging gameplan and key marketing collateral. Our consultant, investment platform and third-party relationships (i.e. Morningstar, EVestment) for the individual strategies. The PS works closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the assigned investment strategies, including reviewing investment performance, portfolio composition and characteristics, rationale for holdings, investment decisions. The role is required to be in Santa Fe, NM, with some (

Responsibilities

The Portfolio Specialist acts as the investment strategy expert and product champion for assigned Thornburg equity strategies, serving as a proxy for the Portfolio Managers in client service, marketing, and product development. They will communicate essential product features, oversee marketing collateral updates, and collaborate with investment teams to produce research and white papers.