What are the responsibilities and job description for the Investment Analytics Data Analyst position at Thornburg Investment?
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.
Requirements
Job Benefits
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.
