Portfolio Manager

4 weeks ago

San Diego, California, United States Chandler Asset Management Full time

Who are we?

We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $35 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.

What do we value?

Great People with Great Values. Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we've always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

What's the job all about?

The Portfolio Manager is a key player in the financial landscape of the firm, tasked with the meticulous management of client portfolios. This role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions. The Portfolio Manager collaborates closely with senior portfolio managers and Chief Investment Officers (CIOs), contributing to the formulation and documentation of investment strategies and processes. As experience accrues, the Portfolio Manager is expected to expand their role in client engagement and thought leadership within the industry.

The essential functions of the role include, but are not limited to the following:

Conduct daily management of client portfolios, ensuring that each portfolio is aligned with the clients' investment goals and risk profiles.Provide research support to Senior Portfolio Managers, focusing on developing and enhancing credit analysis skills for various sectors and providing valuable insights for the Credit Committee, alongside its co-chairs and senior members.Engage actively in Portfolio Management committees, contributing to the discussions and decision-making processes that drive the firm's investment strategies.Keep abreast of financial market trends and developments to make informed decisions that reflect the current economic environment.Facilitate open discussions within the Investment Management Team to encourage the exchange of ideas and collaborative problem-solving.Create comprehensive documentation for investment strategies and operational procedures to maintain a consistent approach to portfolio management.Collaborate with the Marketing department to analyze new business Requests for Proposals (RFPs), ensuring that portfolio management perspectives are well-represented.Produce in-depth "white papers" on relevant investment topics and deliver oral presentations under the guidance of the Chief Investment Officers (CIOs).Represent the firm at industry conferences, serving as a knowledgeable and professional point of contact for current trends and firm capabilities.

This Team Member will have:Educational Requirements: A Bachelor's degree in finance, business, economics, or a related field, along with a CFA designation required.Industry Experience: A minimum of five years of experience in the asset management industry, with a focus on fixed income portfolios.Technical Proficiency: Advanced skills in Excel, database management, and Bloomberg.Skills & Knowledge: A solid understanding of financial markets, the asset management business and its processes.Market Understanding: A track record of successfully managing fixed income portfolios and the capability to engage effectively with clients.Communication Skills: The ability to collaborate efficiently in team settings and work cross-departmentally is necessary.Additional Minimum Qualifications:Experience with risk management and strategic planning within the asset management sector.Demonstrated ability to adapt to changing market conditions and regulatory environments.Leadership experience, with the capacity to mentor junior staff and lead by example.Strong analytical skills to evaluate investment opportunities and market risks.What we can offer you

Medical, Dental, Vision, HSA & FSA

Life & AD&D

Short-Term & Long-Term Disability

Accident & Critical Illness

Employee Assistance Program

Employee 401(k) Plan

ESOP

Employee Discounts

Paid Time Off

Paid Holidays

Fun Company Events

Ready to join our team?

Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

PI

  • Portfolio Manager

    2 days ago

    San Diego, California, United States CFA Institute Full time

    About the RoleThe Portfolio Manager is a key position within our organization, responsible for the meticulous management of client portfolios. This role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions.Key ResponsibilitiesConduct...

  • Portfolio Management Director

    21 minutes ago

    San Diego, California, United States Sony Playstation Full time

    About the RoleWe are seeking a highly skilled and experienced Portfolio Management Director to lead our product development portfolio management strategy and team. As a key member of our organization, you will be responsible for creating and driving our product development portfolio management framework.Key ResponsibilitiesLead and grow a team to establish...

  • Senior Portfolio Manager

    2 weeks ago

    San Diego, California, United States Western Alliance Bank Full time

    Job Title: Portfolio Manager 3 - Commercial Location: Carmel Valley Role Overview: The Portfolio Manager will be an integral part of the newly formed Portfolio Risk Management (PRM) Team, focusing on the oversight of PRM Credits within the innovative PRM Program. This program is designed to provide a streamlined and effective approach to managing and...

  • Asset Portfolio Manager

    7 days ago

    San Diego, California, United States Broekema Group Full time

    About the RoleWe are seeking a highly skilled Asset Portfolio Manager to join our team at Broekema Group. As an Asset Portfolio Manager, you will be responsible for overseeing a diverse portfolio of assets, including financial reporting and ensuring full compliance with operational standards.Key ResponsibilitiesPortfolio Management: Oversee a diverse...

  • Communities Portfolio Manager

    5 days ago

    San Diego, California, United States PROPERTY WEST INC Full time

    Job OverviewCommunities Portfolio ManagerProperty West Residential is seeking skilled Communities Portfolio Managers to support our diverse portfolios in San Diego.Role Summary: In the capacity of Portfolio Manager, you will provide essential support for either our North County or South San Diego portfolios as we expand our operations. Key responsibilities...

  • Associate Portfolio Manager

    1 hour ago

    San Diego, California, United States Chandler Asset Management Full time

    Job Description**About Us**Chandler Asset Management is an employee-owned and independent financial services company that specializes in managing taxable fixed income portfolios aligned with our institutional clients' needs. With over $35 billion in assets under management, we believe in creating value and managing risk through active management, using...

  • Junior Portfolio Management Associate

    1 week ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm dedicated to managing taxable fixed income portfolios tailored to the unique requirements of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and mitigating risk through active management, leveraging...

  • Fixed Income Portfolio Manager

    2 days ago

    San Diego, California, United States CFA Institute Full time

    About the RoleThe Portfolio Manager is a key position within our organization, responsible for the meticulous management of client portfolios. This role demands a seamless integration with the Investment Management Team, active participation in committees, and a consistent pulse on market developments to inform strategic decisions.Key ResponsibilitiesConduct...

  • Senior Portfolio Management Officer

    1 week ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the unique needs of our institutional clients. With over $35 billion in assets under management, we are committed to the philosophy of delivering value while effectively managing risk...

  • Junior Portfolio Management Associate

    6 days ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation and risk management through active...

  • Strategic Portfolio Manager

    3 days ago

    San Diego, California, United States Chandler Asset Management Full time

    About the Role**Job Summary**Chandler Asset Management is seeking a highly skilled Portfolio Strategist to lead our investment team in navigating the dynamic landscape of financial markets. As a key member of our team, you will be responsible for developing and implementing investment strategies that drive growth and profitability for our clients.Key...

  • Residential Portfolio Manager

    5 days ago

    San Diego, California, United States Onyx Property Management Full time

    Position OverviewOnyx Property Management is seeking a dedicated and skilled Residential Portfolio Manager to oversee our expanding portfolio across various residential properties. This role is essential in ensuring the effective management of our diverse range of small to medium-sized apartments and single-family homes throughout the region.Key...

  • Investment Portfolio Strategist

    1 week ago

    San Diego, California, United States The Ladders Full time

    Position OverviewAs a pivotal member of our financial services team, the Portfolio Manager plays an essential role in overseeing client investment portfolios. This position requires close collaboration with the Investment Management Team, active involvement in strategic committees, and a keen awareness of market trends to guide informed decision-making.Key...

  • Investment Portfolio Strategist

    1 week ago

    San Diego, California, United States CFA Institute Full time

    Company Overview:CFA Institute is a prestigious organization dedicated to advancing the investment profession through education, standards, and advocacy. Our mission is to promote the highest standards of ethics and professionalism in the investment industry.Position Summary:The Investment Portfolio Strategist plays a crucial role in managing client...

  • Financial Portfolio Analyst

    5 days ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we are committed to the principles of value creation and risk management through...

  • Investment Portfolio Strategist

    1 week ago

    San Diego, California, United States The Ladders Full time

    Position TypeFull-timeCompany OverviewAt The Ladders, we pride ourselves on being a leading independent financial services firm. Our focus is on managing taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation...

  • Investment Portfolio Strategist

    1 week ago

    San Diego, California, United States CFA Institute Full time

    About UsCFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing high-quality financial education and resources to our members and the broader financial community.Our mission is to promote the highest standards of ethics, education, and professional excellence for the investment...

  • Investment Portfolio Strategist

    1 week ago

    San Diego, California, United States CFA Institute Full time

    About UsCFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing our clients with comprehensive management of taxable fixed income portfolios tailored to their specific requirements. With over $35 billion in assets under management, we are committed to delivering value and managing risk...

  • Vice President of Real Estate Portfolio Management

    2 days ago

    San Diego, California, United States Community HousingWorks Full time

    Job SummaryCommunity HousingWorks is seeking a seasoned professional to lead our Asset Management Department as Vice President of Real Estate Asset Management. This strategic role requires a confident leader who can effectively manage and protect the long-term performance and health of our portfolio.Key ResponsibilitiesLeadership and Team Management: Lead,...

  • Senior Portfolio Manager

    3 days ago

    San Diego, California, United States axosbank Full time

    About the RoleWe are seeking a highly experienced Senior Portfolio Manager to join our Commercial Lending team at Axos Bank. As a key member of our team, you will be responsible for managing and overseeing the Bank's commercial loan portfolio, focusing on continuous monitoring and risk management.Key ResponsibilitiesEstablish and implement department-wide...