Investment Portfolio Support Specialist

1 week ago


San Diego, California, 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 are committed to delivering value and managing risk through active investment strategies, leveraging comprehensive quantitative analysis alongside qualitative insights.

Our Core Values

We prioritize Exceptional People with Strong Values. Our organizational culture is built on integrity, service, excellence, education, and teamwork, which are fundamental to our operations at Chandler Asset Management.

Beyond our core values, our workplace is shaped by 27 essential behaviors that distinguish our culture and propel our success. Our aim has always been to provide peace of mind through outstanding performance, which we attribute to our dedicated and engaged team members.

Role Overview

The Junior Portfolio Management Associate is an integral support member of the Portfolio Management Team, assisting in daily operational functions. This role requires substantial interaction with portfolio managers, serving as a vital connection between the Operations and Portfolio Management teams, particularly concerning trade execution. Furthermore, the Junior Portfolio Management Associate will engage in various committees and remain informed about 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 predict future market trends to guide investment strategies.
  • Facilitate communication between the Operations and Portfolio Management teams to ensure seamless workflow.
  • Support the Portfolio Management process through comprehensive documentation and research.
  • Contribute to new business development by assisting 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: Relevant experience in asset management or a similar 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 Insight: Experience in capital market credit analysis is highly advantageous.
  • Communication: Strong analytical skills combined with excellent verbal and written communication abilities are crucial for success in this role.
  • Additional Qualifications: Progress toward CFA or other relevant financial certifications is a plus.
  • Demonstrated ability to collaborate effectively in a team-oriented environment.

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

Join Our Team

At Chandler Asset Management, we are committed to a thorough hiring process. While we may not be able to respond to every applicant, we strive to identify candidates who align with our values and culture. We are an equal opportunity employer, providing fair employment opportunities without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable laws.

Compensation: Yearly Salary



  • San Diego, California, United States The Ladders Full time

    Position TypeFull-timeCompany OverviewAt The Ladders, we pride ourselves on being a leading independent financial services firm. Our focus is on managing taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we adhere to a philosophy that emphasizes value creation...


  • San Jose, California, United States KASE Full time

    Investment Portfolio Program SpecialistKASE is in search of a highly skilled individual to assist a diverse portfolio of innovative startups. The Investment Portfolio Program Specialist will leverage extensive technical expertise, relationship-building capabilities, and program management proficiency to focus on critical investment sectors such as Industry...


  • San Diego, California, United States The Ladders Full time

    Position OverviewAs a pivotal member of our financial services team, the Portfolio Manager plays an essential role in overseeing client investment portfolios. This position requires close collaboration with the Investment Management Team, active involvement in strategic committees, and a keen awareness of market trends to guide informed decision-making.Key...


  • San Diego, California, United States CFA Institute Full time

    Company Overview:CFA Institute is a prestigious organization dedicated to advancing the investment profession through education, standards, and advocacy. Our mission is to promote the highest standards of ethics and professionalism in the investment industry.Position Summary:The Investment Portfolio Strategist plays a crucial role in managing client...


  • San Diego, California, United States CFA Institute Full time

    About UsCFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing high-quality financial education and resources to our members and the broader financial community.Our mission is to promote the highest standards of ethics, education, and professional excellence for the investment...


  • San Diego, California, United States CFA Institute Full time

    About UsCFA Institute is a globally recognized organization dedicated to advancing the investment profession. We focus on providing our clients with comprehensive management of taxable fixed income portfolios tailored to their specific requirements. With over $35 billion in assets under management, we are committed to delivering value and managing risk...


  • San Diego, California, United States SCHNITZER INVESTMENT CORP Full time

    Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is in the process of expanding its extensive portfolio of properties.With significant industrial development projects valued at $1 billion across multiple Western states, we are committed to maintaining our high standards and family-oriented culture.Our team,...


  • San Francisco, California, United States Bank of America Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the overall investment management philosophy for our clients.Key ResponsibilitiesDevelop and implement portfolio analysis and expertise in a wide range of...


  • San Diego, California, United States SCHNITZER INVESTMENT CORP Full time

    Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is actively enhancing its extensive portfolio of properties.With significant industrial development projects in various Western states, we are committed to maintaining our reputation for excellence.Our team, comprised of dedicated professionals, embraces a...


  • San Diego, California, United States SCHNITZER INVESTMENT CORP Full time

    Job OverviewSchnitzer Investment Corp, a well-established real estate firm with a rich history, is in the process of expanding its extensive portfolio of properties.With significant industrial development projects currently in progress across multiple Western states, we are seeking a dedicated professional to oversee our roofing operations.Our team, composed...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a qualified individual to fill the role of an Analyst within the Investment Services division.This division encompasses various operational sectors, including Operations, Performance, Compliance, Data Solutions, and Administration. The primary objective of Investment...


  • San Leandro, California, United States Capital Group Full time

    Join Capital Group as an Investment Portfolio AdvisorAs an integral member of our Portfolio Consulting and Analytics team, you will play a vital role in enhancing asset growth and retention for our North American Client Group by delivering unique insights and thorough portfolio evaluations to intermediaries.Key Responsibilities:- Utilize your 3+ years of...


  • San Diego, California, United States GG Homes Full time

    Real Estate Investment Support Specialist - GG Homes | San Diego, CA Join our innovative team at GG Homes, a prominent real estate investment company focused on delivering exceptional property solutions. We are seeking enthusiastic individuals to assist with our Driving for Dollars initiative, playing a vital role in our ongoing success in pinpointing...


  • San Francisco, California, United States The Association of Asian American Investment Managers Full time

    Position OverviewThe Association of Asian American Investment Managers is in search of a skilled individual to join the Investment Services team as a Staff Services Analyst.About Investment ServicesThis division encompasses various operational areas, including Operations, Performance, Compliance, Data Solutions, and Administration. The core responsibility of...


  • San Diego, California, United States GG Homes Full time

    Job OverviewPosition: Sales Support - Driving for Dollars ProgramCompany: GG HomesSalary: $20/hrAbout GG Homes: GG Homes is a prominent firm in the real estate investment sector, focusing on innovative solutions for property acquisition. Our mission is to excel in identifying valuable investment opportunities through dedicated efforts and strategic...


  • San Francisco, California, United States Virtus Investment Partners Full time

    Job DescriptionVirtus Investment Partners is seeking a highly skilled Senior RFP Specialist to join our team. As a key member of our sales team, you will be responsible for preparing responses to institutional and retail RFPs and due diligence questionnaires.The ideal candidate will have a strong background in investment management and excellent...

  • Portfolio Manager

    5 days ago


    San Diego, California, United States CFA Institute Full time

    About the RoleThe Portfolio Manager is a key position within our organization, responsible for the meticulous management of client portfolios. 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.Key ResponsibilitiesConduct...


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

    Position Type:Full-timeCompany Overview:Chandler Asset Management is a leading independent financial services firm, dedicated to managing taxable fixed income portfolios tailored to the needs of our institutional clients. With over $35 billion in assets under management, we prioritize the creation of value and risk management through active investment...


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

    About the RoleChandler Asset Management, an employee-owned and independent financial services company, is seeking a highly skilled Fund Operations Specialist to oversee the firm's pooled products. As a key liaison between stakeholders, this role requires a deep understanding of fund accounting, reporting, and client requirements.Key ResponsibilitiesResource...

  • Portfolio Manager

    1 month ago


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

    Who are we? We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients' needs. We manage over $35 billion in assets and believe in the philosophy of creating value and managing risk with active management,...