Investment Portfolio Manager, Sr. jobs in New Mexico

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Thornburg Investment Management
  • Santa Fe, NM FULL_TIME
  • 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.


    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:


    Thornburg is seeking an experienced fixed income investor to assist with the fast-paced growth of its fixed income franchise. A successful candidate will have the knowledge and skills to conduct fundamental credit analysis and manage portfolios within the global fixed income umbrella. This team member is expected to investigate and provide fundamental analysis for new and existing high yield corporate positions, leading to well-formulated theses and recommendations to portfolio teams. This individual will also play a key role in the launch and management of additional products that utilize and/or support current strategies. All team members are expected to contribute to the success of all Thornburg investment strategies, which requires the ability to identify investment opportunities across sectors, geographies, and investment styles.


    Duties & Responsibilities:

    • Recommend fixed income securities, particularly high yield corporate credits for investment across Thornburg fixed income and multi-asset portfolios. 
    • Help launch and manage new and existing separately management accounts (SMA) and completion portfolios that track broader Thornburg fixed income strategies.
    • Collaborate with groups across the firm to lead the growth of Thornburg’s SMA platform.
    • Use finance, accounting, economic and other skills to identify, analyze and create investment arguments based on an investment’s fundamentals and relative value proposition. 
    • Effectively communicate investment recommendations and broader economic, sector or portfolio thoughts to the entire team both written and orally. 
    • Monitor individual securities on an ongoing basis. Deliver timely and thorough updates.
    • Serve  in a global generalist capacity, with coverage responsibilities spanning geographies and industries, as well as asset sectors as needed.

    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.

    Requirements

    • Bachelor's Degree - required; Advanced degree and/or progress toward CFA - preferred.
    • Experience analyzing high yield corporate credit such as bonds and bank loans - required; Experience covering credits from a range of industries and geographies - highly preferred.
    • Portfolio management experience - required.
    • Private credit experience - preferred.
    • 5 years of experience as a buyside or sellside high yield credit analyst.
    • Strong analytical skills including financial, accounting, economic and ESG knowledge.
    • Series 7 & 63 licenses, or able to obtain within 12 months of hire.

    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.

  • 5 Days Ago

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Client Portfolio Manager
  • Thornburg Investment Management
  • Santa Fe, NM FULL_TIME
  • DescriptionThornburg 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-...
  • 16 Days Ago

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Portfolio Manager
  • Century Bank
  • Santa Fe, NM FULL_TIME
  • Department: Commercial Banking REPORTS TO: Senior Commercial Banker DUTIES AND RESPONSIBILITIES:Works with the relationship team to provide the service and solutions necessary to create exceptional cu...
  • 20 Days Ago

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Portfolio Success Manager (Virginia)
  • State of New Mexico
  • Santa Fe, NM FULL_TIME
  • Job Description PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud. Visit our careers site (https://careers.pagerduty.com/...
  • 2 Days Ago

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Manager, Project Management & Portfolio Leader
  • Career-Mover
  • Farmington, NM FULL_TIME
  • The Portfolio Manager role at Oracle Health in Farmington, New Mexico, involves leading the IT PMO (Project Management Office) for a hospital facility, overseeing a team responsible for project and pr...
  • 27 Days Ago

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Associate Portfolio Manager - The Rikoon Group
  • Hightower Advisors
  • Santa Fe, NM FULL_TIME
  • Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations, and family offices, as well as 401(k)...
  • 2 Months Ago

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Treasurer
  • Noble Credit Union
  • Fresno, CA
  • Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
  • 6/11/2024 12:00:00 AM

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Finance & Administration Senior Director (on-site)
  • LTD GLOBAL, LLC
  • Burlingame, CA
  • Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Senior Investment Analyst
  • W.R. Berkley Corporation
  • Bridgeport, CT
  • Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/7/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$169,054 to $270,098

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020