Portfolio Strategy Analyst

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 $49 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.
Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.
From the beginning, we’ve always wanted to deliver total peace of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.
The Portfolio Strategy Analyst supports the firms Portfolio Strategists and Senior Portfolio Strategists by monitoring client portfolios for compliance with investment policies and by staying attuned to current market conditions and state laws governing public agency investing. This role contributes to the strategic dialogue through research, technical support, and effective communication with both clients and investment team members. A keen understanding of financial markets, especially fixed income, and strong analytical skills are essential for providing insights and supporting the firms broader investment strategies. The role also supports business development within assigned target markets.
Investments (approximately 60% of time):
Conducts client cash flow reviews, interest projections, investment policy reviews, and other portfolio analysis as directed by the Portfolio Strategist and/or Senior Portfolio Strategist.
Monitors client portfolios for alignment with investment strategy, client investment policies, and applicable state code, and escalates exceptions to the assigned strategist.
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.
Tracks market trends by regularly reviewing financial news and global economic indicators.
Assists with research on regional financial news and macroeconomic indicators.
Within assigned target markets, identifies and researches potential decision makers within client organizations.
Initiates the development of professional relationships by networking, attending relevant industry events, and engaging with peers, while laying the groundwork for client rapport.
Maintains Salesforce data with the latest client and prospect information within assigned target markets.
Helps prepare presentations for clients and prospects.
Supports Request for Proposal (RFP) responses for assigned target markets.
A Bachelors degree in Finance, Economics, or a related field is required. Progress toward the CFA or CTP designation, or an MBA, is preferred.
At least 2 years of relevant experience in fixed income asset management, investments, or public agency treasury is required.
Strong analytical skills and proficiency in Excel and investment analysis software and tools.
Familiarity with public agency investment statutes is a plus.
Medical, Dental, Vision, HSA & FSA
Short-Term & Long-Term Disability
Employee Assistance Program
Paid Holidays
Please note before submitting an application: as a company, we take hiring very seriously. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, gender identity, gender expression, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, reproductive health decision-making, 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 Human Resources at ,000 - $115,000 plus bonus