Portfolio Manager – Equity Index

Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $300 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.

Job Purpose:

  • Charles Schwab Investment Management (CSIM) seeks to recruit an experienced investment professional to serve as Portfolio Manager that will have day-to-day responsibility for managing Passive Strategy equity funds, which include Exchange Traded Funds (ETFs) and Index Mutual Funds

Your Responsibilities:

  • Perform portfolio management tasks to meet investment objectives, including portfolio trading, rebalancing and handling client contributions and redemptions
  • Perform fund performance attribution tasks
  • Proactively contribute to investment process and system enhancements
  • Provide analytical and qualitative support to management and client-facing business partners

Skills and Qualifications:

  • Bachelor’s degree required. CFA or MBA desirable
  • 7 years of working experience in investment management or financial service fields
  • Knowledge and interest in equity index methodologies, portfolio construction, capital markets and industry trends
  • Ability to work well in a team environment, multi-task and prioritize projects
  • Strong Excel, Bloomberg, analytical and problem-solving skills
  • Experience using industry portfolio management optimization and risk tools/models
  • Curious, self-motivated and outstanding attention to detail
  • Excellent written and verbal communication and relationship-building skills with internal and external business partners.

Source: for more information click here.

More Information

  • Experience 7-10 Years
  • This job has expired!
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We were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help our client’s 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.

  • Specialism Consulting, ETF Funds
  • Location San Francisco
  • Address San Francisco, CA
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