Associate Portfolio Strategist

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 $35 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 Associate Portfolio Strategist supports the firm's senior strategists by ensuring that portfolio compliance is maintained and by staying attuned to current market conditions. This role contributes to the strategic dialogue through research, technical support, and effective communication with both clients and senior firm 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. In addition, this role will actively and directly participate in efforts to obtain new business as assigned.

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

Investments (approximately 60% of time):

• Conducts basic supervision of client portfolios to ensure alignment with pre-defined investment strategies and compliance with regulatory standards.
• Gains knowledge of prevailing market trends by regularly reviewing financial news and analyzing global economic indicators.
• Participates in the preparation of reports and collaborates with senior team members to ensure accuracy and clarity in client communications.
• Initiates the development of professional relationships by networking, attending relevant events, and engaging with peers, while laying the groundwork for client rapport.
• Assists with product-related and technical tasks, contributing to the development or refinement of financial products.
• Aids in research efforts by collecting data and performing initial analyses, contributing to the formulation and development of investment strategies.

Business Development (approximately 40% of time)

• Within assigned target markets, Identify and research potential decision makers within client organizations.
• Support current and future business development function.
• Assist in facilitating event logistics and preparations to ensure smooth execution.
• Maintain Salesforce data with the latest client and prospect information within assigned target markets.
• Gain familiarity with all educational product offerings of the company.
• Help in crafting and preparing presentations for clients and prospects.
• Provide target market support in Request for Proposal (RFP) documentation and preparation.
• Work collaboratively with the Business Development team to enhance growth efforts.

This Team Member will have:

• Education: A Bachelor's degree in Finance, Economics, or a related field is required. An MBA or CFA designation preferred.
• Industry Experience: At least 2 years of experience in fixed income asset management or investments is required.
• Technical Proficiency: Exceptional analytical abilities to evaluate investment opportunities and market conditions are critical. Advanced proficiency in investment analysis software and tools is required.
• Client Interaction Experience: Must have prior experience in client-facing roles, particularly discussing fixed income portfolios.
• Knowledge & Skills: Demonstrated expertise in financial markets with a concentration on fixed income assets. Strong analytical skills to evaluate financial data and market trends.
• Communication Skills: The ability to collaborate efficiently in team settings and work cross-departmentally is necessary. Excellent verbal and written communication skills.
• Additional Qualifications: Proficiency with investment analysis software and tools. Ability to work collaboratively in a team environment. Adaptability to work in a fast-paced, dynamic environment. Attention to detail and a commitment to accuracy in all aspects of work.

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.