Strategic Portfolio Manager

7 days ago


San Diego, California, United States Chandler Asset Management Full time
About the Role

**Job Summary**

Chandler Asset Management is seeking a highly skilled Portfolio Strategist to lead our investment team in navigating the dynamic landscape of financial markets. As a key member of our team, you will be responsible for developing and implementing investment strategies that drive growth and profitability for our clients.

Key Responsibilities
  • **Strategic Portfolio Alignment**: Direct the development of investment strategies that align with our firm's goals and objectives, ensuring optimal asset allocation and risk management.
  • **Market Trend Analysis**: Analyze market trends and make recommendations to our investment team to ensure we are positioned for success in a rapidly changing market environment.
  • **Client Engagement**: Develop and deliver compelling presentations to our clients, providing them with expert insights and recommendations to inform their investment decisions.
  • **Partnership Development**: Foster strategic partnerships with external organizations to expand our network and access new investment opportunities.
  • **Leadership and Mentorship**: Provide guidance and mentorship to junior team members, helping them to develop their skills and expertise.
  • **Research and Development**: Contribute to the development of new investment strategies and manage research projects to stay ahead of the curve in the asset management industry.
Requirements
  • **Education**: A Bachelor's degree in Finance, Economics, or a related field is required. An MBA or CFA designation is preferred.
  • **Industry Experience**: Minimum of 8 years of experience in fixed income asset management.
  • **Technical Proficiency**: Exceptional analytical skills and advanced proficiency in Microsoft Office and investment analysis software and tools are required.
  • **Client Interaction Experience**: Extensive experience in client interactions and relationship management is essential.
  • **Knowledge and Skills**: Deep knowledge of the asset management business, strong analytical skills, and excellent communication skills are required.
  • **Additional Qualifications**: Demonstrated leadership skills, proficiency in financial modeling and analysis tools, and the ability to manage high-stress situations are highly valued.
Compensation

The salary for this role is $110,000-$150,000 per year, depending on experience and qualifications.



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