Investment Portfolio Manager
11 hours ago
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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Client Portfolio Manager
3 days ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeJob Title: Client Portfolio ManagerThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our Distribution & Portfolio Specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our most important clients and prospects.Key...
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Portfolio Manager
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Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout Thornburg InvestmentThornburg Investment is a global investment firm dedicated to delivering exceptional results for institutions, financial professionals, and investors worldwide. With a rich history dating back to 1982, we have established ourselves as a trusted partner in the investment management industry.Job Title: Client Portfolio ManagerThe...
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Portfolio Manager
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Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout the RoleThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our clients and prospects.Key ResponsibilitiesCommunicate with clients to...
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Portfolio Manager
4 days ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout the RoleThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our clients and prospects.Key ResponsibilitiesCommunicate with clients to...
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Portfolio Manager
4 days ago
Santa Fe, New Mexico, United States Thornburg Investment Full timeAbout the RoleThornburg Investment is seeking a highly skilled Client Portfolio Manager to join our team. As a key member of our distribution and portfolio specialist team, you will be responsible for delivering exceptional client service and building strong relationships with our clients and prospects.Key ResponsibilitiesCommunicate with clients to...
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