Proposal & Marketing Communications Associate

Who are we

Were 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 $35 billion in assets and believe in the philosophy of creating value and managing risk with active management using robust quantitative analysis and qualitative insights.

What do we value

Great People with Great Values. Integrity service excellence education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values our culture is defined by 27 fundamental behaviors that describe our culture set us apart and drive our success. From the beginning weve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

Whats the job all about

The Proposal & Marketing Communications Associate is responsible for supporting the firms marketing and sales initiatives with a dual focus on proposal writing and marketing communications. This role manages the full Request for Proposal (RFP) process from inception through final submission while also contributing to broader marketing efforts such as event logistics creating branded materials and organizing communication campaigns. The position requires strong project management skills excellent writing abilities and the ability to collaborate with subject matter experts and cross-functional teams.

This is a hybrid position based out of our San Diego CA office.

The essential functions of the role include but are not limited to the following:

• RFP writing & production: Own the RFP process from inception to publishing of final copy. Prepare timely accurate and concise proposals using Responsive a proposal writing software. Research background information on prospects and interview our firms knowledge experts to articulate our investment process in responses. Project manage the time-constrained RFP process to ensure that all proposals are complete thoroughly proofed edited and all requirements are met by each specific deadline. Review and maintain proposal responses ensuring the integrity of the firms message.
• Marketing Communication: Collaborate across the organization to develop marketing communications. Produce weekly monthly and strategic marketing pieces that effectively deliver our message. Produce presentations brochures web content and other materials to support the sales and client service efforts.
• Market Research: Conduct competitive analysis and win/loss reviews to help determine opportunities to further strengthen our brand by differentiating our firm from others.
• Collaboration: Develop highly collaborative relationships with all areas of the organization to ensure effective marketing campaigns and programs
• Maintain confidentiality and use discretion with sensitive information

This Team Member will have:

• Bachelors degree in business Finance Marketing Journalism English Communications or Public Relations
• 2 years experience in proposal writing
• Financial services industry experience preferred
• Experience managing a response database using Responsive or another proposal writing software preferred
• Strong proficiency using Microsoft Office required Adobe Creative Suite and Salesforce preferred
• Excellent writing and editing skills
• Strong project management skills and the ability to work at a fast pace under tight deadlines
• A team player with strong communication skills

What we can offer you!

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

Ready to join our team!

Please note before submitting an application: as a company we take hiring very seriously. Although we are unable to follow-up with each and every applicant we do our best to run a thorough process for candidates with whom we identify a potential fit. Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race religion color sex gender sexual orientation pregnancy age national origin ancestry physical/mental disability medical condition 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 a management representative.