Position Description

Senior Regional Associate, Institutional Group
Location Santa Fe
Job Code 461
# of openings 1
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Thornburg Investment Management is a privately owned global investment firm offering a range of solutions for investors around the world. Founded in 1982 and headquartered in Santa Fe, NM, we manage U.S. mutual funds, separate accounts for high-net-worth investors and institutional accounts, and UCITS funds for non-U.S. investors.

At Thornburg, it’s more than what we do; it’s how we do it. A flexible perspective built on collaboration and cross-pollination of ideas, an unconventional approach to portfolio construction, and a reputation of integrity are important aspects of how we do business. Far from the groupthink of Wall Street, Thornburg is positioned to offer a different point of view and a broader frame of reference in our global search for relative value opportunities.

 

PRIMARY JOB FUNCTION:
 
Working with the Regional Director and Managing Director, the primary responsibilities of  the  Senior Regional Associate are marketing, business development, and providing best in class service to Thornburg’s institutional clients and consultants.  The Senior Regional Associate will also have independent direct responsibility for lower tier consultant relationships and/or smaller, less complex plans. 
 
DUTIES AND RESPONSIBILITIES:
 
  • Promote investment product retention and sales for the Regional Director and Managing Director via preparation for client meetings and calls covering portfolio securities, account performance, new products and market developments.
  • Act as secondary contact for Thornburg’s larger clients in support of the Regional Director and Managing Director. 
  • Independently provide a high level of client service for smaller, less complex consultants and plans. 
  • Develop strong relationships with internal partners (investments, compliance, operations, and marketing) to facilitate best in class service and issue resolution.
  • Utilize FactSet, Advent/APX, and Bloomberg to extract portfolio, security level, and market data for client reporting needs.  
  • Prepare customized materials (presentation books and attribution reports) for quarterly update calls and client meetings. Coordinate efforts with Thornburg PMs on these activities.
  • Prepare analysis of portfolio performance and characteristics for internal and external use, including attribution analysis, “cheat sheets” and other ad hoc reports as needed by Thornburg’s sub advisory and institutional and consultant clients.
  • Assist with scheduling for the Regional Director and Managing Director.
  • Identify and nurture prospects and work toward closing business with prospects. 
  • When appropriate, meet face-to-face with existing and prospective clients to discuss investment strategies. Act as a liaison between the investment team and the institutional plan sponsor and consultant channels. 
  • Represent Thornburg’s institutional group at conferences and various client events.

 

MINIMUM EXPERIENCE AND FORMAL REQUIREMENTS:
 
  • Proficient in Microsoft Excel, PowerPoint, and Word.
  • A solid understanding of financial markets and/or strong interest and aptitude.
  • Ability to work and interface with clients on time sensitive requests.
  • Series 7 & 66 preferred; will need to obtain if not currently licensed.
  • Bachelor’s Degree required; Business or Finance Degree preferred
  • Progress toward CFA designation a plus.
  • Previous experience in financial services a strong plus.

 

PERSONAL CHARACTERISTICS:
 
  • Ability to work in a team environment.
  • Ability to thrive in a deadline-oriented atmosphere.
  • Ability to provide the highest level of service for Thornburg’s sub advisory clients.
  • Strong analytical skills and attention to detail.
  • Strong organizational and time management skills.
  • Excellent verbal and written communication skills.

 

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.

Thornburg believes that diversity and inclusivity are vital to positive long-term success for our strategies and the firm’s broader business outcomes. We are proud to be an equal opportunity employer. All qualified applications receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age, or veteran status. The firm provides annual progress reports to the investment management team, shareholders, and executive management to highlight multiple diversity and inclusivity metrics and continually work to bring awareness to the importance of this issue.

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