Job Description

Your Opportunity
Charles Schwab Investment Management (CSIM) seeks to recruit an experienced investment professional to serve as an analyst on the Investment Manager Research team. We are passionately committed to providing solutions that help Schwab clients achieve their financial goals!

This analyst will contribute to the research of the U.S. Equity manager universe and research activities for externally-managed and sub-advised U.S. Equity strategies. Additionally, this person will work closely with the senior U.S. equity analyst, the broader manager research team and the multi-asset portfolio management teams. This role will oversee existing external managers, identify and select new managers, maintain up to date knowledge of the investment landscape, and support ongoing monitoring and reporting as required. This analyst will employ a judgment to evaluate investment managers on both qualitative and quantitative factors and present robust analysis to investment committees to achieve broad support for the recommendation.

What you are good at

This role will also assist a team of analysts in various ways such as ongoing reporting, data analysis and verification, and gathering of quantitative and qualitative information from a variety of sources. This role will also assist in preparing committee presentations, documenting analysis, and coordinating other research projects as needed. This individual will work with internal departments on all aspects of the invested third-party investments and act as the point of contact for issues related to current investments.

Additionally, this position will significantly contribute to investment debate, provide ideas for portfolio opportunities and positioning, and broadly contribute to nearly all aspects of the investment management process. The role will also make contributions to investment board and committee-level presentations as part of the firm's governance process.

The coverage universe includes mutual funds, separate accounts, collective investment trusts and ETFs for approximately $60 billion in multi-asset portfolios.

What you have

* Bachelor's degree required
* Prefer 5 years experience, preferably with investment manager and/or equity research background.
* Significant experience with PowerPoint to build and modify presentations
* Advanced skills in Excel
* Strong written/verbal communication skills required
* Participating in CFA program or willingness to do so. CFA Charter holder preferred.
* Required to multi-task and meet multiple goals with limited oversight.
* Familiarity with financial software such as: Bloomberg, FactSet, Morningstar Direct eVestment Alliance, or Zephyr Style Advisor is a plus
* Proven passion and intellectual curiosity in the financial markets and investment management
* Enthusiastic self-starter with a phenomenal attitude and an ability to work collaboratively with our existing team and the broader organization.









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Why Schwab?

At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

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The benefits of working at Schwab: a package designed to empower your health, wealth, career and life.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.
We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

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