Chandler Asset Management - San Diego, CA
posted 3 months ago
The Portfolio Manager at Chandler Asset Management plays a crucial role in the financial landscape of the firm, focusing on the meticulous management of client portfolios. This position requires seamless integration with the Investment Management Team and active participation in various committees, ensuring that the firm remains responsive to market developments and strategic decision-making. The Portfolio Manager will work closely with senior portfolio managers and Chief Investment Officers (CIOs) to formulate and document investment strategies and processes, contributing to the overall success of the firm. In this role, the Portfolio Manager is responsible for conducting daily management of client portfolios, ensuring alignment with clients' investment goals and risk profiles. This includes providing research support to Senior Portfolio Managers, enhancing credit analysis skills across various sectors, and offering valuable insights for the Credit Committee. Active engagement in Portfolio Management committees is essential, as is staying informed about financial market trends to make informed decisions that reflect the current economic environment. The Portfolio Manager will also facilitate open discussions within the Investment Management Team, encouraging the exchange of ideas and collaborative problem-solving. Comprehensive documentation for investment strategies and operational procedures must be created to maintain a consistent approach to portfolio management. Additionally, collaboration with the Marketing department is necessary to analyze new business Requests for Proposals (RFPs), ensuring that portfolio management perspectives are well-represented. The role also involves producing in-depth "white papers" on relevant investment topics and delivering presentations under the guidance of the CIOs, as well as representing the firm at industry conferences.