Portfolio Strategy Analyst

Chandler Asset Management•San Diego, CA

14h•$75,000 - $115,000

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 applicable state laws, tracking market conditions, and contributing to strategic dialogue through research, technical support, and communication with clients and investment team members. The role requires an understanding of financial markets, particularly fixed income, and strong analytical skills. It also supports business development in assigned target markets. Approximately 60% of the role is devoted to investments, including client cash flow reviews, interest projections, investment policy reviews, portfolio monitoring, reporting, product-related tasks, and investment research. Approximately 20% is devoted to economics, including tracking financial news and global and regional economic indicators. The remaining approximately 20% supports business development through prospect research, relationship-building, event preparation, CRM maintenance, client and prospect presentations, and RFP responses. The role requires a bachelor’s degree in Finance, Economics, or a related field and at least two years of relevant experience in fixed income asset management, investments, or public agency treasury. The position is with Chandler Asset Management, an employee-owned, independent financial services company focused on taxable fixed income portfolios for institutional clients.

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 efficiently in teams and work cross-departmentally.
Excellent verbal and written communication skills.
Adaptability in 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 Portfolio Strategists or Senior Portfolio Strategists.
Monitor client portfolios for alignment with investment strategies, 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, contributing to the development or refinement of financial products.
Collect data and perform initial analyses to support research and the development of investment strategies.
Track market trends by regularly reviewing financial news and global economic indicators.
Assist with research on regional financial news and macroeconomic indicators.
Identify and research potential decision makers in client organizations within assigned target markets.
Develop professional relationships through networking, industry events, and engagement with peers.
Support current and future business development efforts and assist with 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 responses for assigned target markets.
Work with the Business Development team to support growth goals.