Portfolio Strategy Analyst

Chandler Asset Management, Inc.; San Diego (CA); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Analytical skills

Excel

Investment analysis tools

Fixed income markets

Public agency investments

Communication skills

Education

Bachelor's degree in Finance/Economics or related field

CFA/CTP candidate or MBA preferred

Tools

Salesforce

Investment analysis software

Job 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 $49 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.

Description

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 $49 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 peace 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 Strategy Analyst supports the firm's Portfolio Strategists and Senior Portfolio Strategists by monitoring client portfolios for compliance with investment policies and by staying attuned to current market conditions and state laws governing public agency investing. This role contributes to the strategic dialogue through research, technical support, and effective communication with both clients and investment team members. A keen understanding of financial markets, especially fixed income, and strong analytical skills are essential for providing insights and supporting the firm's broader investment strategies. The role also supports business development within assigned target markets.

Requirements

Investments (approximately 60% of time)

• 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.

Economics (approximately 20% of time)

• Tracks market trends by regularly reviewing financial news and global economic indicators.
• Assists with research on regional financial news and macroeconomic indicators.

Business Development (approximately 20% of time)

• 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.

This Team Member Will Have

Education

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

Industry Experience

At least 2 years of relevant experience in fixed income asset management, investments, or public agency treasury is required.

Technical Proficiency

Strong analytical skills and proficiency in Excel and investment analysis software and tools.

Client Interaction Experience

Client-facing experience, particularly discussing fixed income portfolios, is preferred.

Skills & Knowledge

Working knowledge of fixed income markets and instruments. Familiarity with public agency investment statutes is a plus.

Communication Skills

The ability to collaborate efficiently in team settings and work cross-departmentally is necessary. Excellent verbal and written communication skills.

Additional Qualifications

Adaptability to work in a fast-paced, dynamic environment. Attention to detail and a commitment to accuracy in all aspects of work.

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, gender identity, gender expression, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, reproductive health decision-making, 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 Human Resources at [e-mail].

Salary Description

$75,000 - $115,000 plus bonus