Analyst, Portfolio Strategy

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.

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).

As an Analyst, Portfolio Strategy on the Portfolio Transition Services team, you'll support Portfolio Strategists by optimizing data, preparing portfolio analyses, and identifying opportunities that help drive proactive client engagement. You'll gather and organize portfolio information, maintain data quality, assist with transition modeling, and help develop insights that support client conversations around tax, risk, cost, and portfolio considerations. This role will also help improve team processes, strengthen repeatable workflows, and identify opportunities to create more efficient, scalable outcomes for the Portfolio Transition Services team. Through strong analytical skills, attention to detail, and collaboration across teams, you'll help enable efficient workflows and contribute to delivering thoughtful portfolio transition solutions that create strong outcomes for Financial Consultants, Wealth Advisors, and the clients they support.

What you have

Required Qualifications

• Active FINRA Series 7 license, or ability to obtain within 120 days as a condition of employment.
• Active FINRA Series 66 license, or equivalent, or ability to obtain within 120 days as a condition of employment.
• Experience working with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.
• Ability to interpret holdings, tax lot information, cost basis data, portfolio characteristics, and transition analysis outputs.
• Strong written and verbal communication skills, with the ability to translate complex investment analysis into clear, practical, client-ready education.
• Demonstrated judgment, attention to detail, and ability to operate effectively in a highly regulated environment.
• Ability to manage multiple referrals, prioritize work, meet turnaround expectations, and maintain accurate documentation.
• Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.

Preferred qualifications

• CFP® designation and/or CFA® designation preferred.
• CIMA® designation preferred.
• Bachelor’s degree.
• Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.
• Experience presenting analysis to internal partners, relationship owners, clients, or prospects.
• Ability to collaborate across teams to resolve complex client scenarios, clarify requirements, and improve the end-to-end referral experience.

• Continuous improvement mindset, with the ability to identify process enhancements that improve team efficiency, referral quality, and outcomes for Financial Consultants and Wealth Advisors.

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