Senior Analyst, Client Solutions & Data Analytics

Thornburg Investment Management, Inc.; Santa Fe (NM); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) safe harbor and profit-sharing

Flexible work arrangements

Education reimbursement

Community involvement opportunities

Onsite cafeteria

Onsite fitness center

Referral program

Job summary

The Senior Analyst, Client Solutions Group at Thornburg in Santa Fe, NM plays a critical role in the sales process by helping the firm acquire and retain assets under management by meeting the information needs of prospects and clients in a timely manner.

Duties include handling RFPs, due diligence questionnaires, data requests, developing periodic reporting with global distribution, reviewing content for accuracy, and reporting financial data with tools such as FactSet, Morningstar, Bloomberg,

Qualifications

• 4+ years in investment industry required.
• FINRA Series 7 and 66 (or equivalent).
• Understanding of data and analytics, including performance, attribution, risk metrics.
• Knowledge of FactSet, Morningstar, Bloomberg a plus; eVestment and consultant databases a plus.
• Bachelor’s degree in Finance, Marketing or Economics preferred.

Responsibilities

• Completes RFPs, DDQs, and data requests from clients and prospects.
• Develops periodic reporting and ad hoc data analysis with global distribution.
• Reviews content for accuracy, grammar, and style.
• Uses FactSet, Morningstar, Bloomberg, eVestment, and Clearwater for data reporting.
• Manages consultant databases and supports cross‑department collaboration.
• Mentors and trains new team members.

Skills

Attention to detail

Time management

Client communication

Proactive

Education

Bachelor's degree

Tools

FactSet

Morningstar

Bloomberg

eVestment

Omni

Job description

Description

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.

As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg’s world-class investment platform and team are aligned on strategy to serve investors.

Job Summary

The Senior Analyst, Client Solutions Group plays a critical role in the sales process by helping the firm acquire and retain assets under management by meeting the information needs of prospects and clients in a timely manner.

Duties and Responsibilities:

• Completes and reviews requests for proposals (RFP’s), due diligence questionnaires, and data requests from clients and prospects.
• Develop the periodic reporting and ad hoc data analysis, in partnership with global distribution, for Thornburg’s institutional client base.
• Review and edit content for accuracy, consistency, grammar, wording, and style.
• Utilizes software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.
• Manage updating and reviewing consultant databases.
• Develops a deep knowledge of Thornburg’s investment offerings and clients to ensure accuracy and quality standards are met.
• Reviews and updates the product and firm profiles on consultant databases.
• As time allows, manages special projects to help develop/improve team and firm resources.
• Works closely with many other departments such as sales, operations, enterprise data management, and compliance.
• Assists with mentoring and training of new team members.
• Performs other duties as assigned.

Requirements

• At least 4 years of investment industry experience is required.
• FINRA Series 7 and 66 (or equivalent).
• Understanding of relevant data and analytics, including performance, attribution, risk metrics, portfolio characteristics.
• Knowledge of FactSet, Morningstar, and Bloomberg is a plus.
• Experience with eVestment, consultant databases, and Omni is a plus.
• Bachelor’s degree required. Finance, Marketing, or Economics degree preferred.
• Experience with Microsoft Suite.
• Positive, pro-active, self-motivated, and detail-oriented person.
• Excellent time-management.
• Ability to communicate with clients and partners across the firm.

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 program, education reimbursement program.
• Community involvement opportunities.
• Onsite cafeteria.
• Onsite fitness center.
• Referral program.

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.

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.