SENIOR CLIENT SERVICE ANALYST/RFP WRITER

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. With $38.7 billion AUM and $1.2 billion AUA as of 31 December 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors.

Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in Hong Kong and Shanghai.

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 Client Service Analyst/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 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.
• Manage updating and reviewing consultant databases.
• Utilizes software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.
• 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.

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.

• Bachelor’s degree - required. (Degree in Finance, Marketing, or Economics - preferred).
• 4 years of investment industry experience – required.
• FINRA Series 7 and 66 (or equivalent).
• Understanding of relevant data and analytics, including performance, attribution, risk metrics, portfolio characteristics.
• Experience with Microsoft Suite.
• Knowledge of FactSet, Morningstar, and Bloomberg -preferred.
• Experience with eVestment, consultant databases, and Omni - preferred.

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. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.