Job SummaryThe 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.
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.
- Utilizes software tools such as FactSet, Morningstar, Bloomberg, eVestment and Clearwater to find and report financial data.
- Manage updating and reviewing consultant databases.
- 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.
- Works closely with many other departments such as sales, operations, enterprise data management, and compliance.
- Assists with mentoring and training of new team members.
- Performs other duties as assigned.
Requirements
- At least 4 years of investment industry experience is required.
- FINRA Series 7 and 66 (or equivalent).
- Understanding of relevant data and analytics, including performance, attribution, risk metrics, 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, pro-active, self-motivated, and detail-oriented person.
- Excellent time-management.
- Ability to communicate with clients and partners across the firm.
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 program, education reimbursement program.
- Community involvement opportunities.
- Onsite cafeteria.
- Onsite fitness center.
- Referral program.
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