Portfolio Manager

3 weeks ago

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

Job Title: Portfolio Manager

At Chandler Asset Management, we are seeking a skilled Portfolio Manager to join our team. As a key player in the financial landscape of the firm, 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 will collaborate closely with senior portfolio managers and Chief Investment Officers (CIOs), contributing to the formulation and documentation of investment strategies and processes. This role requires a strong understanding of financial markets, the asset management business, and its processes.

Key Responsibilities:

  • 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.
  • 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.

Requirements:

  • A Bachelor's degree in finance, business, economics, or a related field, along with a CFA designation required.
  • A minimum of five years of experience in the asset management industry, with a focus on fixed income portfolios.
  • Advanced skills in Excel, database management, and Bloomberg.
  • A solid understanding of financial markets, the asset management business, and its processes.
  • A track record of successfully managing fixed income portfolios and the capability to engage effectively with clients.
  • The ability to collaborate efficiently in team settings and work cross-departmentally.

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

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