Charles Schwab

Associate Portfolio Manager Money Market Strategies

Charles Schwab  •  San Francisco, CA (Onsite)  •  3 hours ago
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Job 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.

Charles Schwab

About Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.

Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.

Social Media Disclosures: https://www.aboutschwab.com/social-media

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Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Westlake, Texas
Year Founded
Unknown
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