• Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation, and has over $320 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.
  • 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.

What you’ll do:

  • 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

What you have:

  • 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.
  • This is a summary only and duties and responsibilities may be changed from time to time, or over time

 What you’ll get:

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

To apply for this job please visit www.indeed.com.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.