Portfolio Specialist- Equity

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

Primary Job Function

The Portfolio Specialist (PS) acts as the investment strategy expert and product champion for assigned Thornburg equity strategies. The PS is the primary product manager for the relevant strategies and serves as a proxy for the Portfolio Managers in all matters related to client service, marketing, and product development. The PS will be well integrated with the investment team, remaining current and informed of deep portfolio-level details.

The Portfolio Specialist is expected to play a lead role in the positioning of his/her strategies, to include being the in-house expert on:

• The respective category the strategy finds itself in, along with the flow landscape.
• The strategy performance & volatility and clearly defined narrative.
• The competitive landscape and key differentiators.
• The various vehicle types within the strategy itself.
• The various sales channel (retail, institutional/international, ETFs/SMAs).
• Our portfolio guidelines and expectations and adherence to risk management guardrails.
• Current pricing dynamics.
• Historical perspectives on the strategy and key portfolio nuances.
• The availability of the portfolio on our key partner platforms.
• The messaging gameplan and key marketing collateral.
• Our consultant, investment platform and third‑party relationships (i.e. Morningstar, EVestment) for the individual strategies.

This role is required to be in Santa Fe, NM, with some (<10%) travel expected.

Duties and Responsibilities

The Portfolio Specialist will master and communicate the essential product features, benefits & proof points, investment process, risk management, performance & risk expectations, portfolio fit, attribution analysis and client advantage of TIM and his/her strategies.

• Oversee periodic review update of marketing collateral and client reporting materials.
• Produce written market commentary for (monthly, quarterly, ad hoc) dissemination to prospects, clients, and consultants as appropriate.
• Partner with investment teams to produce and publish research/white papers that demonstrate Thornburg thought leadership, innovation and support our value proposition to the marketplace.
• Developing the overall product strategy, roadmap, pricing, and commercialization strategy for assigned products, helping provide clearly defined feature vision, scope, and messaging.
• Collaborate with marketing and sales teams to develop timely and relevant themes to drive awareness and engagement.
• Engagement and develop the outreach strategy for our relationship with the respective Morningstar analyst.
• Work closely with sales leadership on participation and materials in sales training and conferences (internal and external).
• Work with client service team members in to develop and manage RFP language updates.
• Help with new product initiatives that are adjacent to the investment strategies.
• Perform other duties and responsibilities as assigned.

Requirements

• CFA or progress towards a CFA designation preferred.
• 5+ years' experience in the investment management industry. Relevant experience can include portfolio management, investment research, investment consulting, or institutional client service.
• Intellectual curiosity, agility, and durability with a high degree of emotional intelligence.
• Possess strong interpersonal, communication, and presentation skills.
• Passion for achieving competitive results.
• Possess a high level of personal integrity and service mindset.
• Works well within a collegial, fast‑paced environment.
• Works collaboratively and constructively with internal groups on a day‑to‑day basis.
• Promotes information sharing and leveraging new ideas and best practices across the firm.
• Develops and serves as a mentor to colleagues.
• Passion for the investment business with a deep understanding of investment concepts and strong working knowledge of strategies and tactics.
• Exceptional relationship management skills and work well with portfolio managers, other investment professionals, and sales and client service professionals.

Job Benefits

• Medical, dental, and vision coverage.
• Employer 401(k) safe harbor and profit‑sharing contributions.
• Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.