Charles Schwab Associate Portfolio Manager - Passive Equity in Lone Tree, Colorado


Lone Tree - CO, BRCOQ4, 9899 Schwab Way, 80124-5377

Axle J Marcoline


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

Charles Schwab Investment Management (CSIM) seeks to recruit an experienced investment professional to serve as Associate Portfolio Manager with day-to-day responsibility for managing index needs for the Passive Strategy equity funds, which include Schwab Equity ETFs and Index Mutual Funds; as well as supporting portfolio managers in the daily investment processes.

What you’ll do:

  • Support and work closely with Passive Equity Portfolio Managers.

  • Support the equity trading and ETF basket processes by working closely with various counterparties including trading, trade operations, fund accounting, custodians and technology.

  • Responsible for research, analysis and projection of index changes and corporate actions.

  • Identify and analyze value add trades arising from index and corporate action activity.

  • Work with index vendors to manage index related information and ensure integrity of index data in portfolio management tools.

To learn more about the culture at Schwab, click here to meet our people at .

What you have:

  • Bachelor’s degree required. Degree in Business, Finance, Economics, Accounting or related field highly preferred. CFA or progress toward CFA charter desirable.

  • 2+ years of relevant experience in roles requiring strong quantitative technical and analytical skills.

  • Ability to process, manage, and analyze large amounts of data via Microsoft Excel, VBA, and SQL databases.

  • Experience with investment tools and systems such as Bloomberg, Factset, Charles River, and other risk management products.

  • Experience in Asset management or capital markets. Working experience and knowledge of index methodology desirable.

  • Strong attention to detail and communication skills.

This is a summary only and duties and responsibilities may be changed from time to time, or over time

What you’ll get:

  • Comprehensive Compensation and Benefits package.

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

  • Not just a job, but a career, with an opportunity to do the best work of your life.

Learn more about Life@Schwab at .

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs, Investment Management - 2-5 yrs, Financial Services-2-5 yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time

Category:Investment Management & Research

Activation Date: Thursday, May 10, 2018

Expiration Date: Thursday, June 14, 2018

Apply Here