- Location
- San Francisco, CA, US · Lone Tree, CO, US
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Entry
- Education
- Master
- Closing date
- Today
- Source
- iCIMS
Description
Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Asset Management delivers competitively priced investment strategies designed around the needs of investors and the financial professionals who serve them. Within the Money Fund Strategies team, you will help manage and oversee money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles.
As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. Your problem solving, market analysis, and decision making will contribute to disciplined investment outcomes in a fast-paced environment.
You will also collaborate across the organization to improve investment processes, advance automation and scale, and communicate market insights. This role is based in San Francisco, CA, or Lone Tree, CO.
What you have
Required qualifications
- Ability to apply market analysis, critical thinking, and sound decision making to evolving short-term market conditions
- Ability to evaluate investment opportunities and support trade execution within established regulatory and compliance requirements
- Demonstrated problem solving skills and initiative to improve, automate, and scale investment processes
- Strong quantitative and technical aptitude with the ability to interpret data and produce accurate, high-quality work
- Ability to collaborate across teams, communicate complex information clearly, and adapt to changing priorities
- Strong attention to detail, organization, and time management in a fast-paced environment
- Bachelor's degree in statistics, economics, finance, mathematics, computational finance, operations research, computer science, data analytics, data science, or a related quantitative discipline
Preferred qualifications
- 2+ years of financial markets experience
- CFA designation and/or MBA
- Experience with fixed income, investment management, liquidity management, or short-term markets
- Experience creating charts, presentations, and data-driven materials for investment committees or business meetings
- Intellectual curiosity and an interest in investment research, market developments, and continuous learning
In addition to the salary range, this role is eligible for bonus or incentive opportunities.