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.

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