Chief Portfolio Strategist

9 hours ago


San Diego, California, United States Chandler Asset Management Full time
Job Title: Chief Portfolio Strategist

About Chandler Asset Management
We are a leading asset management firm dedicated to providing exceptional investment solutions to our clients. Our team of experienced professionals is committed to delivering long-term value and growth.

Job Description:
The Senior Portfolio Strategist will play a critical role in driving the company's investment strategy and portfolio management initiatives. This position requires a strong understanding of financial markets, investment products, and portfolio management techniques.

Responsibilities:
* Oversee and manage the firm's investment portfolios, ensuring alignment with strategic goals and market conditions.
* Conduct thorough analysis to forecast long-term market trends and adjust firm strategies and portfolio positioning accordingly.
* Develop and maintain a cohesive communication strategy across various channels, aligning messages with firm objectives and stakeholder interests.

Requirements:
* Education: A Bachelor's degree in Finance, Economics, or a related field is required. An MBA or CFA designation 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.
* Salary Range: $150,000 - $200,000 per annum.

Benefits:
* Comprehensive health insurance package.
* Generous retirement savings plan.
* Opportunities for professional development and growth within the company.
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