Portfolio Manager

4 days ago


Santa Fe, New Mexico, United States Thornburg Investment Full time
About the Role

Thornburg 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 Responsibilities
  • Communicate with clients to understand their investment objectives and constraints, and recommend and implement Thornburg's strategies.
  • Maintain a broad knowledge of current investment market trends, economic issues, and portfolio construction strategies.
  • Manage client relationships with high satisfaction and retention rates, 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.
  • Represent Thornburg at industry conferences and client meetings, and attend various investment meetings and events.
Requirements
  • MBA or CFA designation preferred.
  • FINRA Series 7 and 66 (or equivalent) required.
  • 7+ years' experience in the investment management industry, with relevant experience in portfolio management, direct sales, investment research, 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 communicating complex concepts to a wide variety of investor and consultant audiences.
  • Exceptional relationship management skills and ability to work well with portfolio managers, other investment professionals, and sales and client service professionals.
About Thornburg Investment

Thornburg Investment is a global investment firm delivering on strategy for institutions, financial professionals, and investors worldwide. We are an active, high-conviction manager of fixed income, equities, and multi-asset solutions. Our privately held firm was founded in 1982 and is committed to serving investors with a world-class investment platform and team.



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