Associate Portfolio Manager
4 weeks ago
We are seeking a highly motivated and detail-oriented Associate Portfolio Manager to join our Portfolio Management Team. As a key member of our team, you will provide day-to-day support to facilitate portfolio management operations, conduct research, and participate in portfolio management committees.
This is a hybrid role based out of our San Diego, CA office, and you will have the opportunity to work closely with our portfolio managers, operations team, and other stakeholders to ensure smooth workflow and contribute to the team's objectives.
Key Responsibilities:
- Provide day-to-day assistance to facilitate portfolio management operations.
- Conduct research and assist in trading activities to support Portfolio Managers.
- Participate in Portfolio Management committees, contributing insights and expertise.
- Analyze current and forecast future market trends to inform investment strategies.
- Act as a liaison between the Operations and Portfolio Management teams to ensure smooth workflow.
- Support the Portfolio Management process through thorough documentation and research.
- Engage in new business development by assisting with the analysis of Requests for Proposals (RFPs).
Requirements:
- Education: A Bachelor's degree in finance, business, economics, or a related field is required.
- Industry Experience: Some level of experience in asset management or a related industry.
- Technical Proficiency: Proficiency in Excel, database management, and Bloomberg is essential for this role.
- Skills & Knowledge: Must have a strong interest in financial markets and a good understanding of asset management business operations and processes.
- Market Understanding: Experience in capital market credit analysis is highly beneficial.
- Communication Skills: Strong analytical acumen coupled with excellent communication and writing skills is necessary for effective performance in this position.
- Additional Qualifications:
- Progress toward CFA or other relevant financial certifications would be advantageous.
- Demonstrated ability to work collaboratively in a team-oriented environment.
What We Offer:
- 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
Chandler Asset Management is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.
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