Investment Portfolio Manager

11 hours ago


Santa Fe, New Mexico, United States Thornburg Investment Full time
Job Title: Investment Portfolio Manager

Thornburg Investment is seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for ensuring high-quality engagement with clients and prospects.

  • Communicate with clients to understand their investment objectives and constraints, and recommend and implement Thornburg's strategies.
  • Maintain a broad knowledge of current investment markets, economic issues, manager selection, and portfolio construction trends.
  • Manage client relationships with high client satisfaction and retention over multiple years, developing and executing long-term strategic and tactical plans to meet client objectives.
  • Partner with the distribution team to create a clear and actionable client feedback loop, helping to develop timely and relevant themes that clients care about.

Requirements:

  • MBA or CFA designation - preferred.
  • FINRA Series 7 and 66 (or equivalent) - required.
  • 7+ years' experience in the investment management industry.
  • 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.


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