Investment Portfolio Support Specialist
1 week ago
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
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