Equity Research Analyst

4 weeks ago

Santa Fe, United States Thornburg Investment Management Full time
Job DescriptionJob DescriptionDescription:

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.


Job Summary

At Thornburg, we value curiosity, initiative and a genuine interest in collaborating with colleagues. Equity Research Analysts act as global generalists, and cover stocks across sectors and countries to contribute to the success of all Thornburg investment strategies. We are a fundamentally-focused, long-term oriented, and privately held firm.


An analyst works directly with portfolio managers and peers to review existing portfolio holdings and to consider new investment ideas. Analysts investigate companies by qualitatively and quantitatively analyzing their fundamental characteristics, and then engaging with teammates to build a holistic perspective. We are committed to integrating Environmental, Social and Governance (ESG) considerations into our work. Analysts build financial forecasts, and articulate well-formulated theses and recommendations to portfolio teams through presentations, written documents and 1x1 conversations. Research and recommendations will have a meaningful impact on client outcomes and firm success.


Duties and Responsibilities

  • Maintain a high performance mindset while remaining a partner to colleagues. We compete against the market and other asset managers, but not against each other.
  • Qualitatively and quantitatively analyze equity securities and articulate conviction for investment purposes.
  • Provide insight regarding business strengths and weaknesses, and a company’s ability to execute its strategy.
  • Leverage skills in creative thinking and problem solving, accounting, finance and economics to craft and maintain financial models on individual companies.
  • Monitor covered companies on an ongoing basis to interpret and communicate developments that may impact share price performance, such as company-specific developments and macroeconomic or policy news.
  • Serve in a global generalist capacity, with coverage responsibilities spanning geographies, industries, and the investment styles of different portfolios.
  • Demonstrates exemplary leadership by modeling excellence, diligence, and professionalism is all aspects of the role.
  • Provides coaching and mentorship to less experienced team members, offering guidance, support and constructive feedback to help them develop their skills and grow professionally.

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:
  • Bachelor’s degree - required
  • MBA or willingness to make progress toward a CFA designation - preferred
  • FINRA series 7 and 63 required, or the ability to pass the exams within twelve months of your employment start date.
  • Multiple years’ experience in a role where the candidate has gained experience in analytical thinking, financial forecasting, business strategy, business operations, and/or equity research and analysis. This may include:
    • 5+ years of experience as an equity-oriented buyside or sellside research analyst, or
    • 5+ years of experience in investment banking, private equity, consulting, or a similar field, or
    • 5+ years of experience in a financial and/or accounting role such as corporate strategy, corporate development or planning, investor relations, etc.
    • Other roles where the candidate gained the relevant experience and knowledge.
  • Broad intellectual curiosity combined with a strong interest in investing
  • Strong analytical skills to “connect the dots” and help the analyst understand business trends, financial outcomes, assess valuations, and consider ESG characteristics.
  • The ability and willingness to conduct deep research and articulate high-quality analysis for potential or current investments.
  • The ability to effectively communicate complex ideas verbally and in writing.
  • Ability to be adaptable and flexible as facts change or new information is obtained.
  • A commitment to contribute to the overall success of the organization by demonstrating respect and support for all employees, collaboration with the broad team, comfort with open and honest communication, personal accountability, and a focus on driving the best outcomes for clients.
  • Proven experience in managing and mentoring equity analysts, with a track record of developing talent, fostering a collaborative team environment, and achieving outstanding analytical and research outcomes.
  • Ability to travel occasionally.


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.


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