Equity Strategy Specialist & Product Lead

Thornburg Investment Management Inc.; Santa Fe (NM); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) safe harbor and profit-sharing contributions

Flexible work arrangements

Paid parental leave

Onsite fitness center

Community involvement opportunities

Job summary

A financial services firm in Santa Fe, NM, is seeking a Portfolio Specialist to act as the investment strategy expert and product champion for assigned equity strategies. The individual will oversee marketing collateral, engage in product strategy development, and liaise with various investment and sales teams. This position requires 5+ years of experience in investment management and adept communication skills. The role supports flexible work arrangements and robust employee benefits including medical coverage and 401(k) contributions.

Qualifications

• 5+ years' experience in investment management, portfolio management, or investment consulting.
• Strong interpersonal, communication, and presentation skills are essential.
• Passion for the investment business with deep understanding of strategies.

Responsibilities

• Master and communicate product features, benefits, and investment process.
• Oversee and update marketing collateral and reporting materials.
• Develop product strategy and collaborate with marketing and sales teams.

Skills

Interpersonal communication

Presentation skills

Emotional intelligence

Investment concepts

Relationship management

Education

CFA designation preferred

Job description

A financial services firm in Santa Fe, NM, is seeking a Portfolio Specialist to act as the investment strategy expert and product champion for assigned equity strategies. The individual will oversee marketing collateral, engage in product strategy development, and liaise with various investment and sales teams. This position requires 5+ years of experience in investment management and adept communication skills. The role supports flexible work arrangements and robust employee benefits including medical coverage and 401(k) contributions.