Associate Portfolio Manager

Charles Schwab • Littleton, CO

283d

About The Position

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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, and Separately Managed Accounts (SMAs) within Schwab Asset Management Solutions (SAMS). The overall SAMS team embodies our firm's commitment to providing client-centric solutions that help Schwab clients achieve their financial goals. SAMS is seeking an experienced investment professional to serve as Associate Portfolio Manager within our Wasmer Schroeder Strategies team. You will support the investment process, both from a knowledge and workflow perspective, employing multiple systems and quantitative tools to model portfolios across a wide range of taxable bond sectors including corporate bonds, taxable municipal bonds, US Treasuries, Agencies, MBS and adjacent markets. You will interact with other members of the broad investment team, and particularly our research partners supporting investment decisions in the credit markets. This individual will have day-to-day responsibilities over several PM functions, including client level portfolio decisions. Along with supporting this effort, you will work closely with various counterparties across our Broker/Dealer universe, as well as with internal partners, including our management team, Trading, Trade Operations and Technology.

Requirements

• Bachelor's degree required.
• 2+ years of relevant work experience in the fixed income markets.
• Advanced knowledge of data manipulation using Excel.
• Ability to effectively communicate verbally with internal and external partners, and through PowerPoint presentations.
• Proven quantitative and analytical skills and attention to detail.

Nice To Haves

• Bachelor's degree in finance, economics, engineering, mathematics or other related fields.
• CFA awarded or in process is a plus.
• Working knowledge of Bloomberg, Aladdin, FactSet, Investor Tools Perform, or similar systems.
• Experience with advanced analytical methods, including working knowledge of Python or other programming languages.
• Specific experience in the mortgage-backed, corporate bond, and/or taxable municipal market.
• Demonstrated interest and intellectual curiosity related to capital markets, bond markets, and risk principles.

Responsibilities

• Support the investment process from a knowledge and workflow perspective.
• Employ multiple systems and quantitative tools to model portfolios across various taxable bond sectors.
• Interact with members of the investment team and research partners to support investment decisions in credit markets.
• Manage day-to-day responsibilities over several portfolio management functions, including client level portfolio decisions.
• Collaborate with various counterparties across the Broker/Dealer universe and internal partners.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree