Chandler Asset Management - San Diego, CA
posted 2 months ago
Chandler Asset Management is seeking a Fund Operations Specialist to join our team in San Diego, CA. This full-time position offers a competitive salary ranging from $65,000 to $85,000 annually. As an employee-owned and independent financial services company, we focus on managing taxable fixed income portfolios tailored to our institutional clients' needs. With over $35 billion in assets under management, we pride ourselves on our commitment to integrity, service, excellence, education, and teamwork. Our culture is defined by 27 fundamental behaviors that drive our success and set us apart in the industry. The primary role of the Fund Operations Specialist is to oversee the firm's pooled products, acting as the central liaison between all stakeholders to address operational and servicing needs. This position requires a deep understanding of fund accounting, reporting, and client requirements, with a focus on proactively providing tailored solutions and expert guidance. The Specialist will play a crucial role in maintaining high levels of operational efficiency and client satisfaction through expert data management and effective client engagement. Key responsibilities include serving as a resource for internal staff, managing client relationships, overseeing daily fund operations, executing data entry tasks for portfolio accounting, facilitating trade settlement, generating reports, and contributing to the documentation of existing operational processes. The Specialist will also participate in role-specific training programs and commit to continuous professional development to enhance operational functions.