Charles Schwab Associate Portfolio Manager in San Francisco, California
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.
Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $300 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and multi-asset fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.
The Associate Portfolio Manager reports to the Senior Portfolio Manager in the Active Equites team of Charles Schwab Investment Management (CSIM). This experienced investment professional supports the investment team by researching investment strategies and constructing portfolios for CSIM’s active equity funds and managed accounts.
The Associate Portfolio Manager thrives in an entrepreneurial team environment. The successful candidate easily and effectively collaborates with fellow investment professionals. This key team member has outstanding communication and presentation skills and the ability to discuss and explain complex financial and mathematical concepts verbally and in written form.
What you’ll do:
Work with leading-edge portfolio construction technology and optimization techniques to construct portfolios and analyze proposed investment strategies
Research, back test, and implement equity models, systematic investment and trading strategies
Support daily production processes and maintain proprietary research data
What you have:
Bachelor’s degree required. Master’s degree in statistics, computational finance, computer science, or another quantitative field highly preferred.
Minimum of two years of experience in portfolio management or quantitative research as well as significant experience in statistical modeling of large data sets.
Strong understanding of practical methods for quantitative investing that include: multi-factor risk models, portfolio construction, optimization, back testing, and scenario analysis.
Proficiency in R or S-Plus, Axioma, Barra and FactSet a plus.
Passionate about working at the intersection of finance and technology.
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 http://www.aboutschwab.com/careers/lifeatschwab/%22 .
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.
Position Located In: CO - Lone Tree, CO - Denver