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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 Portfolio Strategist plays a pivotal role in guiding the firm through the dynamic landscape of financial markets. This strategic thinker leads the development of investment strategies, navigating market trends, and steering the firm's portfolio decisions. With a focus on client engagement and relationship management, the Portfolio Strategist crafts compelling presentations and works closely with both internal teams and external partners to ensure the firm's offerings are at the forefront of the industry.
The essential functions of the role include, but are not limited to the following:
This Team Member will have:
Compensation details: 110000-150000 Yearly Salary
PI1012c0a1ed77-25405-34095332
Full Time
Investment Management
$99k-128k (estimate)
03/25/2024
05/08/2024
chandlerasset.com
SAN DIEGO, CA
<25
1988
MARTIN CASSELL
$5M - $10M
Investment Management
Chandler Asset Management is an independent, client-focused investment adviser currently managing over $20 billion for institutional investors including public agencies, healthcare providers, foundations, endowments, corporations and separately managed accounts (SMAs). Since 1988, our mission has been to provide best-in-class portfolio management and client service to risk -conscious clients across the country. Our clients benefit from our disciplined, repeatable process and exceptional standard of care.
The job skills required for Portfolio Strategist include Analysis, Microsoft Office, Economics, Written Communication, Presentation, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Strategist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Strategist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Strategist positions, which can be used as a reference in future career path planning. As a Portfolio Strategist, it can be promoted into senior positions as a Treasury Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Strategist. You can explore the career advancement for a Portfolio Strategist below and select your interested title to get hiring information.