Investment Portfolio Strategist

2 weeks ago


La Mesa, California, United States Chandler Asset Management Full time

About Us

Chandler Asset Management is a distinguished, employee-owned financial services firm dedicated to managing taxable fixed income portfolios tailored to the specific needs of our institutional clients. With over $35 billion in assets under management, we emphasize the importance of generating value while effectively managing risk through active management, leveraging both quantitative analysis and qualitative insights.

Core Values

At Chandler Asset Management, we prioritize Exceptional People with Strong Values. Our culture is built on integrity, service, excellence, education, and teamwork. These values, along with 27 fundamental behaviors, shape our unique environment and drive our success. We are committed to delivering peace of mind through outstanding performance, which is made possible by our dedicated team.

Role Overview

The Portfolio Manager plays a pivotal role in our firm's financial operations, responsible for the careful oversight of client portfolios. This position requires close collaboration with the Investment Management Team, active involvement in committees, and a keen awareness of market trends to guide strategic decisions. The Portfolio Manager works alongside senior portfolio managers and Chief Investment Officers (CIOs) to develop and document investment strategies and processes. As the individual gains experience, they will be expected to enhance their role in client interactions and industry thought leadership.

Key Responsibilities

  • Oversee daily management of client portfolios, ensuring alignment with investment objectives and risk tolerances.
  • Support Senior Portfolio Managers with research, focusing on credit analysis across various sectors and providing insights for the Credit Committee.
  • Actively participate in Portfolio Management committees, contributing to discussions that shape the firm's investment strategies.
  • Stay informed about financial market trends to make decisions that reflect the current economic landscape.
  • Encourage open dialogue within the Investment Management Team to foster idea exchange and collaborative problem-solving.
  • Document investment strategies and operational procedures to ensure a consistent approach to portfolio management.
  • Work with the Marketing department to analyze new business Requests for Proposals (RFPs), ensuring portfolio management perspectives are effectively represented.
  • Produce detailed reports on relevant investment topics and deliver presentations under the guidance of the Chief Investment Officers (CIOs).
  • Represent the firm at industry conferences, serving as a knowledgeable contact for current trends and firm capabilities.

Qualifications

  • Education: A Bachelor's degree in finance, business, economics, or a related field, along with a CFA designation is required.
  • Experience: A minimum of five years in the asset management industry, specifically focusing on fixed income portfolios.
  • Technical Skills: Proficiency in Excel, database management, and Bloomberg.
  • Knowledge: A solid understanding of financial markets and asset management processes.
  • Market Acumen: Proven track record in managing fixed income portfolios and effective client engagement.
  • Communication: Strong collaborative skills for working in team settings and across departments.
  • Additional Qualifications:
  • Experience in risk management and strategic planning within the asset management sector.
  • Ability to adapt to changing market conditions and regulatory environments.
  • Leadership experience with the capacity to mentor junior staff.
  • Strong analytical skills for evaluating investment opportunities and market risks.

What We Offer

Comprehensive benefits including Medical, Dental, Vision, HSA & FSA, Life & AD&D, Short-Term & Long-Term Disability, Accident & Critical Illness, Employee Assistance Program, Employee 401(k) Plan, ESOP, Employee Discounts, Paid Time Off, Paid Holidays, and engaging company events.

Compensation: Yearly Salary



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