Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
Description
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. With $38.7 billion AUM and $1.2 billion AUA as of 31 December 2022, the firm offers mutual funds, closed-end funds, institutional accounts, separate accounts for high-net-worth investors and UCITS funds for non-U.S. investors.
Thornburg’s U.S. headquarters is in Santa Fe, New Mexico with offices in Hong Kong and Shanghai.
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.
Job Summary
At Thornburg, we value curiosity, initiative and a genuine interest in collaborating with colleagues. Equity Research Analysts act as global generalists, and cover stocks across sectors and countries to contribute to the success of all Thornburg investment strategies. We are a fundamentally-focused, long-term oriented, and privately held firm.
An analyst works directly with portfolio managers and peers to review existing portfolio holdings and to consider new investment ideas. Analysts investigate companies by qualitatively and quantitatively analyzing their fundamental characteristics, and then engaging with teammates to build a holistic perspective. We are committed to integrating Environmental, Social and Governance (ESG) considerations into our work. Analysts build financial forecasts, and articulate well-formulated theses and recommendations to portfolio teams through presentations, written documents and 1x1 conversations. Research and recommendations will have a meaningful impact on client outcomes and firm success.
Duties and Responsibilities
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Requirements
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.