Strategic Portfolio Manager

4 weeks ago


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

Chandler Asset Management seeks a seasoned Strategic Portfolio Manager to drive the firm's investment portfolio strategy. This key role will oversee the development and implementation of portfolio management plans, ensuring alignment with the company's strategic goals and market conditions.

The ideal candidate will possess a forward-thinking approach, with expertise in analyzing market trends and adjusting portfolio positioning accordingly. Strong leadership skills and the ability to communicate complex investment strategies effectively are essential for success in this position.

Key Responsibilities:

  • Develop and maintain a comprehensive understanding of market conditions and their impact on investment portfolios.
  • Lead the development of strategic portfolio management plans, aligning with the company's overall business objectives.
  • Collaborate with cross-functional teams to ensure seamless execution of portfolio management strategies.
  • Conduct thorough analysis to forecast long-term market trends and adjust portfolio positioning accordingly.
  • Engage in high-level networking to establish and nurture strategic partnerships with industry leaders.

Requirements:

  • Education: A Bachelor's degree in Finance, Economics, or a related field is required. An MBA or CFA designation is preferred.
  • Industry Experience: A minimum of 10 years of experience in fixed income asset management is required.
  • Technical Proficiency: Exceptional analytical abilities to evaluate investment opportunities and market conditions are critical. Advanced proficiency in Microsoft Office and investment analysis software and tools is required.
  • Client Interaction Experience: Must possess extensive experience managing relationships with top clients.
  • Knowledge & Skills: Should have expert knowledge of the asset management business. Strong leadership skills are critical for success in this position.


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