Portfolio Manager

Job Description

Job Description

Description : Who are we?

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 Portfolio Manager is a key player in the financial landscape of the firm, tasked with the meticulous management of client portfolios.

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.

The Portfolio Manager collaborates closely with senior portfolio managers and Chief Investment Officers (CIOs), contributing to the formulation and documentation of investment strategies and processes.

As experience accrues, the Portfolio Manager is expected to expand their role in client engagement and thought leadership within the industry.

Note, this position is a hybrid role based out of our San Diego, CA office.

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

• 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, alongside its co-chairs and senior members.
• 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.
• Collaborate with the Marketing department to analyze new business Requests for Proposals (RFPs), ensuring that portfolio management perspectives are well-represented.
• Produce in-depth "white papers" on relevant investment topics and deliver oral presentations under the guidance of the Chief Investment Officers (CIOs).
• Represent the firm at industry conferences, serving as a knowledgeable and professional point of contact for current trends and firm capabilities.

Requirements :

This Team Member will have :

• Educational Requirements : A Bachelor's degree in finance, business, economics, or a related field, along with a CFA designation required.
• Industry Experience : A minimum of five years of experience in the asset management industry, with a focus on fixed income portfolios.
• Technical Proficiency : Advanced skills in Excel, database management, and Bloomberg.
• Skills & Knowledge : A solid understanding of financial markets, the asset management business and its processes.
• Market Understanding : A track record of successfully managing fixed income portfolios and the capability to engage effectively with clients.
• Communication Skills : The ability to collaborate efficiently in team settings and work cross-departmentally is necessary.
• Additional Minimum Qualifications :
• 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.

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.