Senior Investment Due Diligence Analyst

About the Role

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.

Responsibilities

• You will evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability to develop well-supported research conclusions and recommendations.
• Through analytical thinking, sound decision making, and thoughtful problem solving, you will identify meaningful risks, differentiators, and changes that may affect an investment strategy.
• Adaptability, attention to detail, and strong communication will be essential as you manage multiple research priorities and contribute to evolving investment needs.

Requirements

• Bachelors degree.
• Extensive experience in qualitative investment research, manager research, or investment due diligence involving separately managed accounts, mutual funds, and ETFs.
• Ability to evaluate investment teams, philosophy, process, portfolio construction, performance, risk, and organizational stability.
• Analytical thinking and decision making skills, with the ability to synthesize quantitative and qualitative information into well-supported investment conclusions.
• Communication and presentation skills demonstrated through research memos, presentations, committee materials, and recommendations to internal stakeholders.
• Attention to detail and sound judgment when completing investment research and documentation.

Benefits

• 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