Portfolio Specialist- Equity

Primary Job Function

The Portfolio Specialist (PS) acts as the investment strategy expert and product champion for assigned Thornburg equity strategies. The PS is the primary product manager for the relevant strategies and serves as a proxy for the Portfolio Managers in all matters related to client service, marketing, and product development. The PS will be well integrated with the investment team, remaining current and informed of deep portfolio-level details.

The Portfolio Specialist is expected to play a lead role in the positioning of his/her strategies, to include being the in-house expert on:

• The respective category the strategy finds itself in, along with the flow landscape.
• The strategy performance & volatility and clearly defined narrative.
• The competitive landscape and key differentiators.
• The various vehicle types within the strategy itself.
• The various sales channel (retail, institutional/international, ETFs/SMAs).
• Our portfolio guidelines and expectations and adherence to risk management guardrails.
• Current pricing dynamics.
• Historical perspectives on the strategy and key portfolio nuances.
• The availability of the portfolio on our key partner platforms.
• The messaging gameplan and key marketing collateral.
• Our consultant, investment platform and third‑party relationships (i.e. Morningstar, EVestment) for the individual strategies.

This role is required to be in Santa Fe, NM, with some (