Senior Portfolio Strategist

Chandler Asset Management, Inc.; San Diego (CA); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Medical, Dental, Vision, HSA & FSA

Life & AD&D

Short-Term & Long-Term Disability

Employee Assistance Program

Employee 401(k) Plan

ESOP

Employee Discounts

Paid Time Off

Paid Holidays

Fun Company Events

Job summary

Chandler Asset Management, Inc. in San Diego seeks a Senior Portfolio Strategist to drive consistent portfolio management across the firm and shape long-term investment direction.

You will lead strategic research, spearhead product and service innovations, and build relationships with top clients while guiding market positioning for taxable fixed income strategies.

This role requires a decade in fixed income asset management and a strong leadership presence.

Qualifications

• Bachelor's degree required; MBA/CFA/CTP preferred.
• 10+ years of experience in fixed income asset management.

Responsibilities

• Oversee and manage the firm's investment portfolios, ensuring alignment with strategic goals and market conditions.
• Forecast long-term market trends and adjust firm strategies and portfolio positioning accordingly.
• Develop and maintain a cohesive communication strategy across various channels, aligning messages with firm objectives and stakeholder interests.
• Engage in high-level networking to establish and nurture strategic partnerships with industry leaders.
• Innovate in product and service offerings, keeping the firm at the forefront of competitiveness and market relevance.
• Direct and lead strategic research initiatives, positioning the firm as a leading authority in the asset management sector.

Skills

Analytical abilities

Leadership

Client relationship management

Financial modeling

Cross-functional collaboration

Education

Bachelor's degree in Finance/Economics

MBA

CFA

CTP designation

Tools

Microsoft Office

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 $48 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

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 $48 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 Senior Portfolio Strategist is responsible for ensuring the consistency of portfolio management across the company. This individual is expected to have a forward-looking vision, anticipating long-term market movements and steering the firm’s strategies to capitalize on these trends. The role involves spearheading product and technical innovations, as well as leading strategic research initiatives to position the firm as an authority in the industry.

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

• Oversee and manage the firm's investment portfolios, ensuring alignment with strategic goals and market conditions.
• Conduct thorough analysis to forecast long-term market trends and adjust firm strategies and portfolio positioning accordingly.
• Develop and maintain a cohesive communication strategy across various channels, aligning messages with firm objectives and stakeholder interests.
• Engage in high-level networking to establish and nurture strategic partnerships with industry leaders, enhancing the firm's market presence.
• Innovate in product and service offerings, keeping the firm at the forefront of competitiveness and market relevance.
• Direct and lead strategic research initiatives, positioning the firm as a leading authority in the asset management sector.

Requirements

This Team Member will have:

Education:

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

Industry Experience

A minimum of 10 years of experience in fixed income asset management is required.

Technical Proficiency:

Exceptional analytical abilities to evaluate investment opportunities and market conditions are critical. Advanced proficiency in Microsoft Office and investment analysis software and tools is required.

Skills & Knowledge:

Should have expert knowledge of the asset management business. Strong leadership skills are critical for success in this position.

Client Interaction Experience:

Must possess extensive experience managing relationships with top clients.

Additional Qualifications:

Demonstrated ability to influence and drive organizational change. Proven track record in developing and executing strategic plans. Proficiency in advanced analytical and financial modeling tools. Exceptional communication and interpersonal skills, with the ability to articulate complex investment strategies. Strong project management abilities and experience leading cross-functional teams. Commitment to continuous learning and professional development within the financial sector.

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?!

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.

Salary Description

$140,000 - $230,000 plus bonus