Job Purpose:
- 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.
Your Responsibilities:
- Support and work closely with Passive Equity Portfolio Managers
- Support the equity trading and ETF basket processes by working closely with various counter parties 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.
Skills and Qualifications:
- Bachelor’s 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.
Source: for more information click here.