Investment Analytics Data Analyst

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 position supports our investment and sales processes and will act as the primary liaison between the business and EDS to facilitate existing and new analytic data sets. It will combine technical skills, investment knowledge and business acumen to solve complex problems across different asset classes, including equity, fixed income, alternatives, municipals, and multi-asset. This role will work with both enterprise data and unique data sets (both internal and external) and is responsible for conducting detailed analysis, preparing reports, and sharing insights across multiple layers of the organization – portfolio management, trading, risk, compliance, marketing, and legal teams. It requires the utilization of specific software applications and strong understanding of financial metrics and regulatory/legal restrictions that may impact the investment decision making process and our marketing materials.

This position qualifies for a hybrid work structure where you will work both on-site and off-site with most of the time on-site on an annual basis. Working from the office will be required 3 days per week.

DUTIES AND RESPONSIBILITIES:

• Act as the subject-matter-expert on all facets of analytics including data inputs, calculation and methodology and data interpretation and visualization.
• Collect user requirements and analyze workflows to make recommendations for improving efficiency and scale. Implement technical solutions where possible.
• Collaborate with portfolio managers, portfolio specialists, IT, and EDS to develop processes for creating, gathering, and storing portfolio data for ultimate delivery to various departments.
• Proactively identify opportunities for process improvement, providing senior management with an assessment of portfolio analytics change possibilities and business justification.
• Be the firm’s point of contact and a subject matter expert in the use of various external portfolio analytics software packages including Factset, Kiski, Investor Tools Perform and Bloomberg.
• Review currently produced analytics data for accuracy before distribution to EDS partners and customers.
• Research financial calculations and mathematics as necessary for creation of new and periodic review of currently produced analytics.
• Provide data intensive market and portfolio research to investment professionals.
• Provide business analysis and integration for strategic business processes and services for organizational programs and projects.

• Bachelor's degree in Economics or similar quantitative field.
• 2+ years of exposure to financial markets and financial instruments, either through higher education or previous work experience, preferably with advanced knowledge of investment securities (including derivatives).
• 2+ years of demonstrable experience with programming languages, databases, process automation, and data visualization. Preferably, this would include experience in SQL, Python, R, PowerBI, or Tableau.
• Knowledge of FactSet and Bloomberg - preferred.
• Ability to manage multiple tasks, competing priorities and deadlines effectively.
• Analytical thinker with high attention to detail and an aptitude for problem-solving.
• Strong written and verbal communication skills with a collaborative working style.
• Familiarity with financial mathematics, models and statistics is desirable.

 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.

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.