Portfolio Strategy Analyst

Chandler Asset Management, Inc.

. Conduct client cash flow reviews, interest projections, investment policy reviews, and other portfolio analysis .

Posted 10/23/2026full-timeSan Diego • California • United StatesJuniorMid-Level💰 $75,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, particularly in fixed income asset management, with strong analytical skills and proficiency in investment analysis tools. Capable of effective client communication and collaboration across teams to support business development and investment strategy.

Highest-signal resume keywords

Bachelor's Degree In FinanceFixed Income Asset Management ExperienceProficiency In ExcelClient-Facing ExperienceStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPortfolio AnalysisCash Flow ReviewsInterest ProjectionsFinancial Product DevelopmentData CollectionMarket Trend TrackingResearch SkillsSalesforce Data ManagementRFP Preparation

Soft Skills

Excellent Communication SkillsAttention To DetailAdaptabilityCollaborationNetworking

Tools & Technologies

Investment Analysis SoftwareExcelSalesforce

Certifications & Qualifications

CFA ProgressCTP ProgressMBA Preferred

Industry Keywords

Fixed Income MarketsPublic Agency TreasuryInvestment PoliciesMacroeconomic IndicatorsFinancial News

About the role

Key responsibilities & impact

Conduct client cash flow reviews, interest projections, investment policy reviews, and other portfolio analysis
Monitor client portfolios for alignment with investment strategy, client investment policies, and applicable state code
Escalate portfolio exceptions to the assigned strategist
Participate in preparing reports and collaborate with senior team members on client communications
Assist with product-related and technical tasks, including development or refinement of financial products
Collect data and perform initial analyses for investment strategy research
Track market trends through financial news and global economic indicators
Research regional financial news and macroeconomic indicators
Identify and research potential decision makers within assigned target markets
Build professional relationships through networking, industry events, and peer engagement
Support business development efforts, event logistics, and preparation
Maintain Salesforce data with current client and prospect information
Learn the firm's products and educational offerings
Help prepare client and prospect presentations
Support RFP responses for assigned target markets
Work with the Business Development team to support growth goals

Requirements

What you’ll need

A Bachelor's 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
Proficiency in Excel and investment analysis software and tools
Client-facing experience, particularly discussing fixed income portfolios, is preferred
Working knowledge of fixed income markets and instruments
Familiarity with public agency investment statutes is a plus
Ability to collaborate efficiently in team settings and work cross-departmentally
Excellent verbal and written communication skills
Adaptability to work in a fast-paced, dynamic environment
Attention to detail and a commitment to accuracy in all aspects of work

Benefits

Comp & perks

Medical, Dental, Vision
HSA & FSA
Life & AD&D
Short-Term & Long-Term Disability
Accident & Critical Illness
Employee Assistance Program
Employee 401(k) Plan
ESOP
Employee Discounts
Paid Time Off
Paid Holidays
Fun Company Events
Bonus