Job summary
Job post source
This job is directly from Charles Schwab
Job overview
The Equity Analyst, Investment Manager Research at Charles Schwab plays a key role in evaluating and selecting investment managers to support multi-asset portfolio strategies.
Responsibilities and impact
The analyst conducts due diligence on U.S. and international equity managers, performs qualitative and quantitative analysis, prepares reports, collaborates with portfolio managers, stays updated on market trends, and travels quarterly for manager visits and industry events.
Compensation and benefits
The role offers a salary range plus bonus or incentive opportunities, a competitive benefits package including 401(k) with company match, employee stock purchase plan, paid vacation, sabbatical, parental leave, tuition reimbursement, and health insurance.
Experience and skills
Requires 2-7 years of investment experience, strong understanding of global equity markets, proficiency in financial analysis, and excellent communication skills; preferred qualifications include CFA progress, MBA, programming skills, and familiarity with market data tools.
Career development
The company supports personal and professional growth with a purpose-driven culture, development tools, and a hybrid work model balancing flexibility and in-person collaboration.
Work environment and culture
Charles Schwab fosters a supportive, purpose-driven culture focused on employee empowerment, flexibility, and making a positive impact in the finance industry.
Company information
Charles Schwab Asset Management is a leading provider of investment management solutions offering multi-asset funds, ETFs, and managed accounts to help clients achieve financial goals.
Team overview
The analyst will join the Multi-Asset Portfolio Management team within Schwab Asset Management, working closely with the Investment Manager Research team based in Lone Tree.
Job location and travel
The position is based in Schwab's Lone Tree office with periodic travel required for manager meetings and industry conferences.
Unique job features
The role involves high engagement with third-party investment managers, rigorous analysis, and quarterly travel, distinguishing it with direct impact on portfolio construction and manager selection.
Company overview
Charles Schwab is a leading financial services firm that provides a wide range of investment, banking, and advisory services. Founded in 1971 by Charles R. Schwab, the company revolutionized the brokerage industry by offering discounted stock trades. Today, it generates revenue through trading commissions, asset management fees, and banking services. Key milestones include the acquisition of TD Ameritrade in 2020, which significantly expanded its client base and technological capabilities. The company is known for its customer-centric approach and innovative financial products.
How to land this job
Tailor your resume to emphasize your 2-7 years of investment experience, especially your expertise in global equity markets, portfolio management, and investment performance analysis, as these are central to the Equity Analyst role at Charles Schwab.
Highlight your proficiency in financial analysis and your ability to conduct both qualitative and quantitative research, including due diligence on investment managers, as well as your experience preparing detailed reports and presentations.
Apply through multiple platforms such as Charles Schwab's official career page, LinkedIn, and other job boards where this position is posted to maximize your chances of being noticed.
Connect on LinkedIn with current members of Schwab's Investment Manager Research team or the broader Multi-Asset Portfolio Management division. Ice breakers could include referencing recent Schwab market insights, asking about their experience working with international equity strategies, or inquiring about the team’s approach to manager due diligence.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment manager research,' 'equity strategies,' 'portfolio construction,' 'due diligence,' 'quantitative analysis,' and 'financial markets' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume for ATS, identify multiple application channels, and find LinkedIn connections to network with, freeing up your time to focus on interview preparation and skill enhancement.
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