Assistant Portfolio Manager

Chandler Asset Management•San Diego, CA

just now

About The Position

Chandler Asset Management is an employee-owned and independent financial services company specializing in managing taxable fixed income portfolios for institutional clients, with over $45 billion in assets under management. The company values integrity, service, excellence, education, and teamwork, driven by 27 fundamental behaviors to deliver extraordinary performance. The Assistant Portfolio Manager is a key contributor to Chandler’s Investment Team, taking on increasing responsibility for trading and portfolio management. This role involves frequent communication with senior investment team members and the Operations team to ensure smooth trade execution. The Assistant Portfolio Manager is also responsible for conducting comprehensive market and credit research, developing sector-level expertise, and actively participating in investment committees to contribute to risk management and asset allocation decisions.

Requirements

A Bachelor’s degree in finance, business, economics, or a related field is required.
A minimum of three years of experience in asset management or a related industry — involving trading or managing fixed income portfolios and performing financial or credit analysis — is required.
Advanced proficiency in Microsoft Excel, Bloomberg, and database management is required.
Strong analytical acumen coupled with excellent communication and writing skills is necessary for effective performance in this position.
Demonstrated initiative and the ability to manage multiple tasks and projects simultaneously are essential.
Proven ability to analyze financial statements and investment data.
Experience with portfolio analysis and reporting tools.
Familiarity with regulatory and compliance standards affecting portfolio management.

Nice To Haves

Knowledge of structured products is highly desirable.
Experience with portfolio accounting and reporting systems, including Clearwater, is highly valued.
Knowledge of SQL and VBA is preferred.
Active progress toward CFA designation or other relevant finance or investment management certifications is preferred.

Responsibilities

Support trading and portfolio management activities, ensuring portfolios are aligned with clients’ stated policy objectives and Chandler’s internal risk management parameters.
Serve as a key point of contact between the Operations and Portfolio Management teams to manage and coordinate trade flows.
Perform comprehensive market and credit research to guide investment decisions, developing proficiency in credit analysis for assigned sectors.
Contribute insights and analytical expertise through active participation in investment team and committee meetings, including the Credit Committee.
Assist in new business development by conducting thorough analysis of Requests for Proposals (RFPs) and representing the firm at industry conferences and events as needed.