Portfolio Manager

3 weeks ago


San Diego, California, United States Chandler Asset Management Full time
Portfolio Manager Job Description

We are seeking a highly skilled Portfolio Manager to join our team at Chandler Asset Management. 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.

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.
Requirements:
  • A Bachelor's degree in finance, business, economics, or a related field, along with a CFA designation.
  • 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.
  • Experience with risk management and strategic planning within the asset management sector.
  • Demonstrated ability to adapt to changing market conditions and regulatory environments.
  • Leadership experience, with the capacity to mentor junior staff and lead by example.
  • Strong analytical skills to evaluate investment opportunities and market risks.

Chandler Asset Management offers a competitive salary range of $115,000-$145,000 and a comprehensive benefits package, including medical, dental, vision, HSA & FSA, short-term & long-term disability, and an employee assistance program. We are an equal employment opportunity employer and welcome applications from diverse candidates.


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