Fixed Income Portfolio Strategist - Client Insight & Growth

Chandler Asset Management; San Diego (CA); Vor Ort; USD 75.000 - 115.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

Chandler Asset Management is seeking a Portfolio Strategy Analyst to support Portfolio Strategists by monitoring client portfolios for policy compliance and staying attuned to market conditions. You will contribute to strategy through research, data analysis, and client communications.

The role involves investments, economics, and business development duties, with emphasis on fixed income markets, policy reviews, and cross-team collaboration.

Qualifikationen

• Bachelor’s degree in Finance, Economics, or related field required.
• Proven client-facing experience preferred.
• Strong analytical and quantitative abilities.
• Excellent verbal and written communication skills.
• Knowledge of public agency investment statutes is a plus.
• Experience in fixed income asset management or public agency treasury is required.
• Proficiency in Excel and investment analysis software.

Aufgaben

• Monitor client portfolios for alignment with investment policies and strategies.
• Support portfolio strategists with research and data analysis.
• Prepare reports and communications for clients and internal teams.
• Assist business development in assigned target markets.
• Maintain Salesforce data and assist with proposals and events.

Kenntnisse

Analytical skills

Excel

Investment analysis software

Fixed income markets

Ausbildung

Bachelor's degree in Finance, Economics, or related field

Tools

Investment analysis software

Jobbeschreibung

Chandler Asset Management is seeking a Portfolio Strategy Analyst to support Portfolio Strategists by monitoring client portfolios for policy compliance and staying attuned to market conditions. You will contribute to strategy through research, data analysis, and client communications.

The role involves investments, economics, and business development duties, with emphasis on fixed income markets, policy reviews, and cross-team collaboration.