Associate Portfolio Manager Money Market Strategies

Charles Schwab Inc.•San Francisco, CA

2d•$90,000 - $140,000•Onsite

About The Position

Schwab Asset Management’s Money Fund Strategies team manages and oversees money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles. The Associate Portfolio Manager partners with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. The role contributes market analysis, problem solving, and decision making to disciplined investment outcomes in a fast-paced environment. It also collaborates across the organization to improve investment processes, advance automation and scale, and communicate market insights. The role is based in San Francisco, California, or Lone Tree, Colorado, and is intended to be performed on site.

Requirements

Ability to apply market analysis, critical thinking, and sound decision making to evolving short-term market conditions.
Ability to evaluate investment opportunities and support trade execution within established regulatory and compliance requirements.
Demonstrated problem-solving skills and initiative to improve, automate, and scale investment processes.
Strong quantitative and technical aptitude, including the ability to interpret data and produce accurate, high-quality work.
Ability to collaborate across teams, communicate complex information clearly, and adapt to changing priorities.
Strong attention to detail, organization, and time management in a fast-paced environment.
Bachelor’s degree in statistics, economics, finance, mathematics, computational finance, operations research, computer science, data analytics, data science, or a related quantitative discipline.

Nice To Haves

2 or more years of financial markets experience.
CFA designation and/or MBA.
Experience with fixed income, investment management, liquidity management, or short-term markets.
Experience creating charts, presentations, and data-driven materials for investment committees or business meetings.
Intellectual curiosity and interest in investment research, market developments, and continuous learning.

Responsibilities

Partner with portfolio managers to evaluate investment strategies.
Identify and execute trade opportunities.
Monitor short-term market dynamics.
Apply regulatory and compliance requirements.
Contribute market analysis, problem solving, and decision making to investment outcomes.
Collaborate across the organization to improve investment processes and advance automation and scale.
Communicate market insights.