Senior Portfolio Strategist
Compensation
$140k – $230k /yr
Employment type
Full-time
Work setting
On-site
Location
San Diego, CA
Schedule
Day shift
Posted
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Job overview
The Senior Portfolio Strategist role is onsite in San Diego, CA, and pays $140,000–$230,000 per year, plus bonus. Chandler Asset Management is an employee-owned, independent financial services company managing taxable fixed-income portfolios for institutional clients. The strategist promotes consistency in portfolio management and helps guide firm strategy through market analysis, portfolio positioning, research, and product innovation. The role supports the firm’s institutional clients and its goal of managing risk and creating value through active management.
What you'll do
- Oversee and manage investment portfolios in line with strategic goals and market conditions
- analyze long-term market trends and adjust strategies and portfolio positioning
- develop a cohesive communication strategy aligned with firm objectives and stakeholder interests
- build strategic industry partnerships
- innovate product and service offerings
- lead strategic research initiatives.
What we're looking for
- Skills & competencies
- senior portfolio strategistfull-timesan diego ca$140k–$230k/year plus bonusasset managementfixed incomeinstitutional clientsportfolio strategymarket analysisinvestment researchproduct innovationemployee-owned401(k)paid time off
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision
- HSA and FSA
- life and AD&D
- short- and long-term disability
- accident and critical illness coverage
- EAP
- 401(k)
- ESOP
- employee discounts
- paid time off and holidays
- company events.
Why this role
Employee-owned firm managing more than $48 billion in assets; requires at least 10 years of fixed-income asset management experience.
About the employer
Chandler Asset Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: 223366fd-40d1-4b24-b744-0190ac2edb79