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Client Portfolio Manager

3 months ago

Santa Fe, United States Thornburg Investment Full time

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 Client Portfolio Manager (CPM) acts as the investment strategy expert and product champion for Thornburg's strategies. The CPM is the primary external voice and champion for the relevant strategies and serves as a proxy for the Portfolio Managers in matters related to client service and marketing. The CPM will be well integrated with the investment team, remaining current and informed of holdings and portfolio-level details.

The Client Portfolio Manager is expected to play a lead role in new business development across all sales channels. The CPM works closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the equity investment strategies, including reviewing investment performance, portfolio composition and characteristics, rationale for holdings, investment decisions.

Duties & Responsibilities:

  • Maintain broad knowledge of current investment market, economic issues, manager selection and portfolio construction across the equity landscape.
  • Serve as expert on TIM's Equity portfolios competitive landscape to effectively position Thornburg equity strategies for success for institutional and retail investors.
  • Partner with investment teams to produce and publish research/white papers that demonstrate Thornburg thought leadership, innovation and support our value proposition to the marketplace.
  • Developing the overall product strategy, roadmap, pricing, and commercialization strategy for the equity suite, helping provide clearly defined feature vision, scope, and messaging.
  • Collaborate with marketing and sales teams to develop timely and relevant themes to drive awareness and engagement with the equity strategies.
  • Prepare and deliver presentations to investment consultants, clients, and prospects.
  • Oversee periodic review update of marketing collateral and client reporting materials.
  • Produce written market commentary for (monthly, quarterly, ad hoc) dissemination to prospects, clients, and consultants as appropriate.
  • Represent Thornburg at conference speaking engagements where appropriate.
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
  • MBA or CFA designation - preferred .
  • 7+ years' experience in the investment management industry. Relevant experience can include portfolio management, investment research, investment consulting, or institutional client service.
  • Passion for the investment business with a deep understanding of investment concepts and strong working knowledge of strategies and tactics.
  • Demonstrated track record of success in effectively communicating complex concepts to a wide variety of investor and consultant audiences around the globe.
  • Exceptional relationship management skills and work well with portfolio managers, other investment professionals, and sales and client service professionals.
  • Passion for achieving competitive results.
  • Ability to promote information sharing and leveraging new ideas and best practices across the firm.


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.