Portfolio Management Assistant Jobs in California

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 $47 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 Assistant Portfolio Manager serves as a vital contributor within Chandler's Investment Team, taking on increasing responsibility for trading and portfolio management functions. The position requires frequent and effective communication with senior investment team members and the Operations team to ensure seamless execution of trade flows. The Assistant Portfolio Manager is responsible for conducting comprehensive market and credit research, developing sector-level expertise, and actively participating in Chandler's investment committees, playing a meaningful role in the firm's risk management and asset allocation decisions.

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

• 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.

Requirements

This Team Member will have:

Education: A Bachelor's degree in finance, business, economics, or a related field is required.

Industry Experience: 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. Knowledge of structured products is highly desirable.

Technical Proficiency: Advanced proficiency in Microsoft Excel, Bloomberg, and database management is required. Experience with portfolio accounting and reporting systems, including Clearwater, is highly valued. Knowledge of SQL and VBA is preferred. Candidates should demonstrate the ability to apply these tools to portfolio analysis, monitoring, and performance reporting.

Skills & Knowledge: 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.

Additional Qualifications: Active progress toward CFA designation or other relevant finance or investment management certifications is preferred. 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.

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?!

Please note before submitting an application: 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

$110,000 - $125,000 plus bonus