Associate Portfolio Manager

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 tog 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. What you have Required Qualifications • Bachelor’s degree required. • 2+ years of relevant work experience in the fixed income markets. • Advance knowledge of data manipulation using Excel. • Ability to effectively communicate verbally with internal and external partners, and through Power Point presentations. • Proven quantitative and analytical skills and attention to detail. Preferred Qualifications • Bachelor’s degree in finance, economics, engineering, mathematics or other related fields. • CFA awarded or in process a plus. • Working knowledge of all or some of the following is required: Bloomberg, Aladdin, FactSet, Investor Tools Perform, or similar systems. • Experience with advanced analytical methods, including working knowledge of Python or other programing 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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 Apply Job!