Junior Portfolio Management Associate

3 weeks ago


Hinton, Iowa, United States Chandler Asset Management Full time

About Us

Chandler 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 adhere to a philosophy that emphasizes value creation and risk management through active investment strategies, leveraging both quantitative analysis and qualitative insights.

Our Core Values

We pride ourselves on having Exceptional People with Strong Values. Our culture is built on integrity, service, excellence, education, and teamwork. These values are complemented by 27 fundamental behaviors that distinguish our organization and propel our success. Our commitment to delivering peace of mind through outstanding performance is a testament to our dedicated workforce.

Role Overview

The Junior Portfolio Management Associate is an integral member of the Portfolio Management Team, providing essential support in daily operational functions. This role requires extensive collaboration with portfolio managers, serving as a vital conduit between the Operations and Portfolio Management divisions, particularly concerning trade execution. The Associate will also engage in various committees and maintain awareness of market dynamics to effectively contribute to the team's goals.

Key Responsibilities

  • Assist in the daily operations of portfolio management.
  • Conduct research and support trading activities for Portfolio Managers.
  • Participate in Portfolio Management committees, offering insights and expertise.
  • Analyze current and anticipated market trends to guide investment strategies.
  • Facilitate communication between the Operations and Portfolio Management teams to ensure efficient workflows.
  • Support the Portfolio Management process through comprehensive documentation and research.
  • Contribute to new business initiatives by aiding in the analysis of Requests for Proposals (RFPs).

Qualifications

  • Education: A Bachelor's degree in finance, business, economics, or a related discipline is required.
  • Industry Experience: Some experience in asset management or a related field is preferred.
  • Technical Skills: Proficiency in Excel, database management, and Bloomberg is essential.
  • Knowledge & Skills: A strong interest in financial markets and a solid understanding of asset management operations are necessary.
  • Market Acumen: Experience in capital market credit analysis is highly advantageous.
  • Communication Skills: Strong analytical skills paired with excellent communication and writing abilities are crucial for success in this role.
  • Additional Qualifications: Progress toward CFA or other relevant financial certifications is a plus. Demonstrated ability to work effectively in a collaborative team environment is essential.

What We Offer

We provide a comprehensive benefits package, including:

  • Medical, Dental, Vision, HSA & FSA
  • Life & AD&D Insurance
  • Short-Term & Long-Term Disability Coverage
  • Accident & Critical Illness Insurance
  • Employee Assistance Program
  • 401(k) Plan
  • Employee Stock Ownership Plan (ESOP)
  • Employee Discounts
  • Paid Time Off
  • Paid Holidays
  • Engaging Company Events

Compensation: Yearly Salary



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