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. 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.
Numbers & Facts
Location
La Jolla, CA
Salary
$75,000–$115,000 Per Year
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. 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. Compensation details: 75000-115000 Yearly Salary PI7884b8dacf98-25448-419316215c143e31-5e48-4549-b638-05792d185386