Portfolio Manager
4 days ago
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.
- 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.
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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