Fixed Income Strategy Analyst

Chandler Asset Management, Inc.; San Diego (CA); In loco; USD 75.000 - 115.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

Chandler Asset Management, Inc. is seeking a Portfolio Strategy Analyst in San Diego to support Portfolio Strategists by monitoring client portfolios for policy compliance and market developments.

The role blends research, technical support, and clear communication with clients and internal teams to enhance investment outcomes. The position requires a finance/economics degree, at least two years in fixed income asset management, and strong Excel and analytics skills.

Competenze

• Bachelor's degree in Finance, Economics, or a related field required.
• Progress toward the CFA or CTP designation, or an MBA, is preferred.

Mansioni

• Conducts client cash flow reviews, interest projections, investment policy reviews, and other portfolio analysis as directed by the Portfolio Strategist and/or Senior Portfolio Strategist.
• Monitors client portfolios for alignment with investment strategy, client investment policies, and applicable state code, and escalates exceptions to the assigned strategist.
• Participates in the preparation of reports and collaborates with senior team members to ensure accuracy and clarity in client communications.
• Assists with product-related and technical tasks, contributing to the development or refinement of financial products.
• Aids in research efforts by collecting data and performing initial analyses, contributing to the formulation and development of investment strategies.
• Tracks market trends by regularly reviewing financial news and global economic indicators.
• Assists with research on regional financial news and macroeconomic indicators.
• Within assigned target markets, identifies and researches potential decision makers within client organizations.
• Initiates the development of professional relationships by networking, attending relevant industry events, and engaging with peers, while laying the groundwork for client rapport.
• Supports current and future business development efforts.
• Assists with event logistics and preparation.
• Maintains Salesforce data with the latest client and prospect information within assigned target markets.
• Learns the firm's full range of products and educational offerings.
• Helps prepare presentations for clients and prospects.
• Supports Request for Proposal (RFP) responses for assigned target markets.
• Works with the Business Development team to support growth goals.

Conoscenze

Analytical skills

Excel

Investment analysis tools

Fixed income markets

Public agency investments

Communication skills

Formazione

Bachelor's degree in Finance/Economics or related field

CFA/CTP candidate or MBA preferred

Strumenti

Salesforce

Investment analysis software

Descrizione del lavoro

Chandler Asset Management, Inc. is seeking a Portfolio Strategy Analyst in San Diego to support Portfolio Strategists by monitoring client portfolios for policy compliance and market developments.

The role blends research, technical support, and clear communication with clients and internal teams to enhance investment outcomes. The position requires a finance/economics degree, at least two years in fixed income asset management, and strong Excel and analytics skills.