Senior Analyst, Client Solutions Group

About the role

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 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.

Responsibilities

• Complete and review requests for proposals (RFPs), due‑diligence questionnaires, and data requests from clients and prospects.
• Develop 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.
• Utilize software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.
• Manage updating and reviewing consultant databases.
• Develop a deep knowledge of Thornburg’s investment offerings and clients to ensure accuracy and quality standards are met.
• Review and update product and firm profiles on consultant databases.
• Manage special projects to help develop/improve team and firm resources, as time allows.
• Work closely with many other departments such as sales, operations, enterprise data management, and compliance.
• Assist with mentoring and training of new team members.
• Perform other duties as assigned.

Requirements

• At least 4 years of investment industry experience.
• FINRA Series 7 and 66 (or equivalent).
• Understanding of relevant data and analytics, including performance, attribution, risk metrics, and 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, proactive, self‑motivated, and detail‑oriented.
• Excellent time‑management.
• Ability to communicate with clients and partners across the firm.

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

Location

Santa Fe, New Mexico – the state capital, known for its museums, restaurants, theater, opera, adobe‑style architecture, and over 300 sunny days per year.