Associate Portfolio Manager
Chandler Asset Management, Inc., San Diego, CA, United States
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 $45 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 Chandler’s Investment Team, providing day-to-day assistance for trading and portfolio management operations. The position requires regular communication with senior investment team members and the Operations team to help ensure seamless execution of trade flows. The Associate Portfolio Manager assists in conducting market and credit research, and participates in Chandler’s investment committees, contributing to the firm’s collaborative approach to risk management and asset allocation decisions.
The essential functions of the role include, but are not limited to the following:
Provide day-to-day support for trading and portfolio management activities, helping to ensure portfolios remain aligned with clients’ stated policy objectives and Chandler’s internal risk management parameters.
Act as a liaison between the Operations and Portfolio Management teams to support smooth trade flow processes.
Assist in conducting market and credit research to support investment decision-making.
Participate in investment team and committee meetings, staying informed on market conditions and contributing to team discussions.
Support new business development efforts 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.
Experience: One to three years’ experience in asset management or a related industry. Exposure to fixed income markets and familiarity with financial or credit analysis is desirable.
Skills: Strong analytical acumen coupled with excellent communication and writing skills is necessary for effective performance in this position. Must demonstrate a strong interest in financial markets and a solid understanding of asset management business operations and processes.
Technical Proficiency: Proficiency in Microsoft Excel, Bloomberg, and database management is required. Familiarity with portfolio accounting and reporting systems, including Clearwater, is a plus. Candidates should demonstrate the ability to apply these tools to portfolio analysis and monitoring. Knowledge of SQL and VBA is preferred.
Additional Qualifications: Progress towards CFA or other relevant finance or investment management 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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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 $45 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 Chandler’s Investment Team, providing day-to-day assistance for trading and portfolio management operations. The position requires regular communication with senior investment team members and the Operations team to help ensure seamless execution of trade flows. The Associate Portfolio Manager assists in conducting market and credit research, and participates in Chandler’s investment committees, contributing to the firm’s collaborative approach to risk management and asset allocation decisions.
The essential functions of the role include, but are not limited to the following:
Provide day-to-day support for trading and portfolio management activities, helping to ensure portfolios remain aligned with clients’ stated policy objectives and Chandler’s internal risk management parameters.
Act as a liaison between the Operations and Portfolio Management teams to support smooth trade flow processes.
Assist in conducting market and credit research to support investment decision-making.
Participate in investment team and committee meetings, staying informed on market conditions and contributing to team discussions.
Support new business development efforts 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.
Experience: One to three years’ experience in asset management or a related industry. Exposure to fixed income markets and familiarity with financial or credit analysis is desirable.
Skills: Strong analytical acumen coupled with excellent communication and writing skills is necessary for effective performance in this position. Must demonstrate a strong interest in financial markets and a solid understanding of asset management business operations and processes.
Technical Proficiency: Proficiency in Microsoft Excel, Bloomberg, and database management is required. Familiarity with portfolio accounting and reporting systems, including Clearwater, is a plus. Candidates should demonstrate the ability to apply these tools to portfolio analysis and monitoring. Knowledge of SQL and VBA is preferred.
Additional Qualifications: Progress towards CFA or other relevant finance or investment management 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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