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职位Charles Schwab

Associate Portfolio Manager

Charles Schwab

Associate Portfolio Manager

Charles Schwab

Lone Tree, CO; San Francisco, CA

·

On-site

·

Full-time

·

2d ago

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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关于Charles Schwab

Charles Schwab

Charles 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+

员工数

Westlake

总部位置

$134B

企业估值

评价

4.3

10条评价

工作生活平衡

4.2

薪酬

3.8

企业文化

4.1

职业发展

3.2

管理层

4.4

78%

推荐给朋友

优点

Supportive management

Great work-life balance and flexibility

Excellent benefits and pay

缺点

Slow promotion and limited career advancement

Demanding work hours and fast-paced environment

Bureaucratic processes

薪资范围

29个数据点

L2

L3

L4

L5

L6

Mid/L4

L2 · Accountant L2

0份报告

$57,302

年薪总额

基本工资

$22,921

股票

$28,651

奖金

$5,730

$40,111

$74,493

面试经验

7次面试

难度

3.0

/ 5

时长

14-28周

录用率

28%

体验

正面 14%

中性 58%

负面 28%

面试流程

1

Phone Screen

2

Interview

3

Background Check

常见问题

Phone Interview

Recruiter Screening

Technical Assessment