The Charles Schwab Corp logo

Associate Portfolio Manager Money Market Strategies

The Charles Schwab Corp

  • Lone Tree, CO
  • 6 days ago

    Highlights

    As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. Within the Money Fund Strategies team, you will help manage and oversee money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles.

    Numbers & Facts

    LocationLone Tree, CO
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    Description

    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 location(s).

    Schwab Asset Management delivers competitively priced investment strategies designed around the needs of investors and the financial professionals who serve them. Within the Money Fund Strategies team, you will help manage and oversee money market funds, an ultra-short exchange-traded fund, and private liquidity vehicles.

    As an Associate Portfolio Manager, you will partner with portfolio managers to evaluate investment strategies, identify and execute trade opportunities, monitor short-term market dynamics, and apply regulatory and compliance requirements. Your problem solving, market analysis, and decision making will contribute to disciplined investment outcomes in a fast-paced environment.

    You will also collaborate across the organization to improve investment processes, advance automation and scale, and communicate market insights. This role is based in San Francisco, CA, or Lone Tree, CO.

    What you have

    Required qualifications

    • 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 with 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

    Preferred qualifications

    • 2+ 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 an interest in investment research, market developments, and continuous learning

    In addition to the salary range, this role is eligible for bonus or incentive opportunities.

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

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