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Pay range:
USD $85,500.00 - $160,000.00 / Year
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 locations.
Schwab Asset Management is one of the industry's largest and most experienced asset managers, offering a focused lineup of competitively priced ETFs, mutual funds, and separately managed account strategies. Our Money Fund Strategies team is seeking an Associate Portfolio Manager to support the management and oversight of a Schwab Liquid Opportunities Fund investing primarily in Prime money market securities.
In this role, you'll take an active part in portfolio operations, investment execution, and continuous improvement of processes and workflows. You'll collaborate closely with Portfolio Managers and partner teams in a fast-paced, team-oriented environment where curiosity, accountability, and thoughtful risk management are highly valued.
Key responsibilities for this role include, but are not limited to:
- Support day-to-day portfolio management activities for the Schwab Liquid Opportunities Fund, Schwab Prime Advantage, and Schwab Ultra-Short Income ETF in an actively managed environment
- Partner with Portfolio Managers on investment strategy implementation, trade idea review, and execution
- Apply regulatory and compliance requirements to investment decisions and portfolio operations
- Identify opportunities to improve efficiency, scalability, and automation across investment processes
- Monitor short-term markets and evolving market dynamics, sharing insights and observations with the broader team
- Contribute to market research, data analysis, and thought leadership within the Money Fund Strategies team
- Prepare and maintain portfolio analytics, charts, and presentation materials used in team discussions and investment committees
What you have Required Qualifications
- Bachelor's degree or equivalent practical experience in a quantitative, analytical, or business-related field
- 2-5 years of experience in financial markets, investments, portfolio operations, trading, or a related area
- Demonstrated quantitative, analytical, and problem-solving skills
- Ability to interpret market data and assess the impact of market events
- Strong written and verbal communication skills, with the ability to explain concepts clearly
- Effective time management skills and attention to detail in a fast-paced environment
Preferred Qualifications
- Advanced degree or professional certification (e.g., MBA or CFA), or progress toward one
- Experience with fixed income, money markets, liquidity products, or short-duration strategies
- Exposure to investment process improvement, automation, or data-driven decision-making
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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0
スクラップ
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Charles Schwabについて

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
従業員数
Westlake
本社所在地
$134B
企業価値
レビュー
4.3
10件のレビュー
ワークライフバランス
4.2
報酬
3.8
企業文化
4.1
キャリア
3.2
経営陣
4.4
78%
友人に勧める
良い点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
改善点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
給与レンジ
29件のデータ
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0件のレポート
$57,302
年収総額
基本給
$22,921
ストック
$28,651
ボーナス
$5,730
$40,111
$74,493
面接体験
7件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
28%
体験
ポジティブ 14%
普通 58%
ネガティブ 28%
面接プロセス
1
Phone Screen
2
Interview
3
Background Check
よくある質問
Phone Interview
Recruiter Screening
Technical Assessment
ニュース&話題
Ninety One SA Pty Ltd Boosts Stock Position in The Charles Schwab Corporation $SCHW - MarketBeat
MarketBeat
News
·
3d ago
Barclays Sticks to Their Buy Rating for Charles Schwab (SCHW) - The Globe and Mail
The Globe and Mail
News
·
3d ago
Schwab Investors Get Spooked by JPMorgan’s AI Strategy. The Big Worry Is Cash Sweeps. - Barron's
Barron's
News
·
3d ago
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities - Benzinga
Benzinga
News
·
4d ago