Director, Investment/IM Research

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this 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.

Charles Schwab Asset Management (SAM) is the asset management affiliate of the Charles Schwab Corporation. We manage active and index strategies as well as fund of funds, sub‐advised funds, and separately managed account. The organization strives to deliver high quality investment management services to ensure its products meet their objectives and deliver value to clients.

Charles Schwab Investment Management (CSIM) seeks to recruit an experienced investment professional to serve as a Director on the Investment Manager Research team, based in the Lone Tree office.

This Director will have primary ownership of the fixed income manager universe and lead research activities for all externally-managed or sub-advised fixed income strategies. This role will be responsible for existing external managers, identify and select new managers, maintain up to date knowledge of the investment landscape, and support ongoing monitoring and reporting as the need arises. This Director will employ a high level of judgment to evaluate investment managers on both qualitative and quantitative factors and present robust analysis to investment committees to achieve broad support for the recommendation. This requires a high level of interaction with senior members of the investment team and other internal partners. In addition, the analyst will develop positive relationships with external managers allowing for continuous input and opinions on markets and positioning.

Additionally, this position will significantly contribute to investment debate, provide ideas for portfolio opportunities and positioning, and broadly contribute to nearly all aspects of the investment management process. The role will also contribute to investment board and committee-level presentations as part of the firm's governance process. The Director will have managerial responsibility for other team member(s) conducting fixed income manager research.

The coverage universe includes mutual funds, separate accounts, collective investment trusts and ETFs for approximately $160 billion in multi-asset portfolios.

What you have

Required qualifications:

• 15 to 20 years' experience, preferably in the role of a manager research analyst with deep expertise of fixed income markets and investment managers
• CFA charterholder
• Strong written/verbal communication skills required
• Willingness to travel
• Required to multi-task and meet multiple goals with limited oversight
• Experience with Bloomberg, Morningstar, eVestment, Microsoft Suite 

Preferred qualifications:

• Experience conducting research in Alternatives, specifically the Private Credit asset class
• Ability to build partnerships and collaborate effectively
• Experience managing and leading people