Thornburg Investment Management is hiring: Senior RFP Writer in Santa Fe

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.

Primary Job Function:

The Senior Analyst, Client Solutions Group (Senior RFP Writer) 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 & Responsibilities:

• Completes and reviews requests for proposals (RFPs), due diligence questionnaires, and data requests from clients and prospects.
• Develops periodic reporting and ad hoc data analysis, in partnership with global distribution, for Thornburg’s institutional client base.
• Reviews and edits 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.
• Reviews and updates the product and firm profiles on consultant databases.
• Develops a deep knowledge of Thornburg’s investment offerings and clients to ensure accuracy and quality standards are met.
• Manages special projects to help develop/improve team and firm resources.
• Assists with mentoring and training of new team members.

Requirements:

• 4+ years of investment industry experience - required.
• FINRA Series 7 and 66 (or equivalent) - required.
• Bachelor's degree - required; Finance, Marketing, or Economics degree - preferred.
• Knowledge of FactSet, Morningstar, Bloomberg - preferred.
• Experience with eVestment, consultant databases, and Omni - preferred.
• Understanding of relevant data and analytics, including performance, attribution, risk metrics, portfolio characteristics.
• Strong time management skills, with the ability to manage projects and switch between tasks.
• Ability to thrive in a deadline-oriented atmosphere.
• Strong communication skills.
• Ability to solve problems and overcome obstacles.
• Experience with Microsoft Suite (Word, Excel, Outlook).
• Positive, pro-active, self-motivated, and detail-oriented person.

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.