JOB DETAILS

Associate Portfolio Manager

Chandler Asset Management • San Diego, CA, US • $85k - $105k / year • 1m ago

Description

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, using robust quantitative analysis and qualitative insights.

What do we value?

Great People with Great Values. Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we’ve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

What’s the job all about?

The Associate Portfolio Manager plays a key supportive role within the Portfolio Management Team, aiding in daily operational activities. This position involves a significant degree of interaction with portfolio managers, acting as a crucial link between the Operations and Portfolio Management teams, particularly in relation to trade processes. Additionally, the Associate Portfolio Manager actively participates in various committees and stays abreast of market conditions to contribute effectively to the team's objectives.

The essential functions of the role include, but are not limited to the following:

Provide day-to-day assistance to facilitate portfolio management operations.
Conduct research and assist in trading activities to support Portfolio Managers.
Participate in Portfolio Management committees, contributing insights and expertise.
Analyze current and forecast future market trends to inform investment strategies.
Act as a liaison between the Operations and Portfolio Management teams to ensure smooth workflow.
Support the Portfolio Management process through thorough documentation and research.
Engage in new business development by assisting with the analysis of Requests for Proposals (RFPs).

Requirements

This Team Member will have:

Education: A Bachelor’s degree in finance, business, economics, or a related field is required.
Industry Experience: Some level of experience in asset management or a related industry.
Technical Proficiency: Proficiency in Excel, database management, and Bloomberg is essential for this role.
Skills & Knowledge: Must have a strong interest in financial markets and a good understanding of asset management business operations and processes.
Market Understanding: Experience in capital market credit analysis is highly beneficial.
Communication Skills: Strong analytical acumen coupled with excellent communication and writing skills is necessary for effective performance in this position.
Additional Qualifications:
Progress toward CFA or other relevant financial certifications would be advantageous.
Demonstrated ability to work collaboratively in a team-oriented environment.

What we can offer you!

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

Fun Company Events

Ready to join our team?!

Please note before submitting an application: as a company, we take hiring very seriously. Although we are unable to follow-up with each and every applicant, we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment 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 federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

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