Portfolio Strategy Analyst

Chandler Asset Management•San Diego, CA

About The Position

The Portfolio Strategy Analyst supports the firm's Portfolio Strategists and Senior Portfolio Strategists by monitoring client portfolios for compliance with investment policies and keeping current on market conditions and state laws governing public agency investing. The role contributes to strategic discussions through research, technical support, and communication with clients and investment team members. It requires a strong understanding of financial markets, particularly fixed income, and analytical skills. The analyst also supports business development in assigned target markets. Approximately 60% of the role focuses on investments, 20% on economics, and 20% on business development. Investment work includes portfolio analysis and policy monitoring; economics work includes tracking financial news and macroeconomic indicators; and business development work includes researching prospects, maintaining client and prospect information, and helping prepare presentations and RFP responses. Chandler Asset Management is an employee-owned, independent financial services company focused on taxable fixed income portfolio management for institutional clients. It manages over $49 billion in assets and emphasizes active management, quantitative analysis, and qualitative insights. The company identifies integrity, service, excellence, education, and teamwork as core values.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
At least 2 years of relevant experience in fixed income asset management, investments, or public agency treasury.
Strong analytical skills.
Proficiency in Excel and investment analysis software and tools.
Working knowledge of fixed income markets and instruments.
Ability to collaborate effectively in team settings and work cross-departmentally.
Excellent verbal and written communication skills.
Ability to adapt to a fast-paced, dynamic environment.
Attention to detail and commitment to accuracy.

Nice To Haves

Progress toward the CFA or CTP designation, or an MBA.
Client-facing experience, particularly discussing fixed income portfolios.
Familiarity with public agency investment statutes.

Responsibilities

Conduct client cash flow reviews, interest projections, investment policy reviews, and other portfolio analyses as directed by a Portfolio Strategist or Senior Portfolio Strategist.
Monitor client portfolios for alignment with investment strategy, client investment policies, and applicable state code; escalate exceptions to the assigned strategist.
Participate in preparing reports and collaborate with senior team members to ensure client communications are accurate and clear.
Assist with product-related and technical tasks, including development or refinement of financial products.
Collect data and conduct initial analyses to support research and the development of investment strategies.
Track market trends by reviewing financial news and global economic indicators.
Assist with research on regional financial news and macroeconomic indicators.
Identify and research potential decision makers within client organizations in assigned target markets.
Develop professional relationships through networking, relevant industry events, and engagement with peers.
Support current and future business development efforts, including event logistics and preparation.
Maintain Salesforce data with current client and prospect information in assigned target markets.
Learn the firm's products and educational offerings.
Help prepare presentations for clients and prospects.
Support Request for Proposal (RFP) responses for assigned target markets.
Work with the Business Development team to support growth goals.