Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab Asset Management (“SAM”), a division of Charles Schwab & Co., Inc., is a leading provider of investment management solutions, offering a range of multi-asset funds, ETFs, and managed accounts to help clients achieve their financial goals. With a commitment to delivering value, transparency, and innovation, we are seeking an Equity Investment Manager Research Analyst to join our team and contribute to our mission of identifying top-tier investment managers across U.S. and international equity markets.

SAM’s Multi-Asset Portfolio Management team is seeking an equity analyst hire for its Investment Manager Research (“IMR”) team.  The Equity Investment Manager Research Analyst will play a pivotal role in conducting due diligence on investment managers across U.S. and international equity strategies. This role involves evaluating, selecting, and monitoring investment managers to support portfolio construction within multi-asset products including managed portfolios, target date funds and sub-advised strategies. The ideal candidate will have 2-7 years of investment experience, insatiable curiosity and most importantly, keen interest in financial markets. This position will be based with the rest of the IMR team in Schwab’s Lone Tree office will require periodic travel to meet with investment managers.

Key Responsibilities for this role include: 

Conduct due diligence to identify, select and monitor high conviction U.S. and international equity investment managersQualitative analysis of firms, investors and market structure High frequency of direct engagement with third party investment managersRigorous quantitative analysis of portfolio structure and performancePrepare comprehensive reports and presentations for internal team and SAM partners related to investment manager researchCollaborate with portfolio managers to integrate investment managers and research insights into portfolio strategiesStay current on market trends, macroeconomic factors, and regulatory developments impacting U.S. and international equitiesBuild and maintain strong partnerships with internal stakeholders and external investment firms Travel quarterly to conduct on-site manager visits, attend industry conferences, or participate in due diligence meetings.What you have

Required Qualifications: 

Bachelor’s degree in relevant field2-7 years of relevant investment experience Strong understanding of global equity markets, portfolio management and investment performance analysisProficiency in financial analysisExperience with Microsoft Office suite, specifically PowerPoint, Excel, Outlook, WordExcellent written and verbal communication skills, with the ability to distill complex informationAbility to build partnerships and collaborate effectively

Preferred Qualifications: 

Progress toward or completion of a CFA charterMBA or advanced degree in a related fieldFamiliarity with U.S., developed international and emerging marketsProgramming experience (e.g., Python, R, VBA) for data analysis Experience applied machine learning and/or large language modelsExperience with FactSet, Morningstar Direct, eVestment Alliance

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job