Equity Analyst, Investment Manager Research

estment Manager Research ("IMR") team. The Equity Investment Manager Research Analyst will play a pivotal role in conducting due diligence on investment managers across U.S. and international equity strategies. This role involves evaluating, selecting, and monitoring investment managers to support portfolio construction within multi-asset products including managed portfolios, target date funds and sub-advised strategies. The ideal candidate will have 2-7 years of investment experience, insatiable curiosity and most importantly, keen interest in financial markets. This position will be based with the rest of the IMR team in Schwab's Lone Tree office will require periodic travel to meet with investment managers.

Key Responsibilities for this role include:

• Conduct due diligence to identify, select and monitor high conviction U.S. and international equity investment managers

  • Qualitative analysis of firms, investors and market structure
  • High frequency of direct engagement with third party investment managers
  • Rigorous quantitative analysis of portfolio structure and performance

• Prepare comprehensive reports and presentations for internal team and SAM partners related to investment manager research

• Collaborate with portfolio managers to integrate investment managers and research insights into portfolio strategies

• Stay current on market trends, macroeconomic factors, and regulatory developments impacting U.S. and international equities

• Build and maintain strong partnerships with internal stakeholders and external investment firms

• Travel quarterly to conduct on-site manager visits, attend industry conferences, or participate in due diligence meetings.

What you have

Required Qualifications:

• Bachelor's degree in relevant field

• 2-7 years of relevant investment experience

• Strong understanding of global equity markets, portfolio management and investment performance analysis

• Proficiency in financial analysis

• Experience with Microsoft Office suite, specifically PowerPoint, Excel, Outlook, Word

• Excellent written and verbal communication skills, with the ability to distill complex information

• Ability to build partnerships and collaborate effectively

Preferred Qualifications:

• Progress toward or completion of a CFA charter

• MBA or advanced degree in a related field

• Familiarity with U.S., developed international and emerging markets

• Programming experience (e.g., Python, R, VBA) for data analysis

• Experience applied machine learning and/or large language models

• Experience with FactSet, Morningstar Direct, eVestment Alliance

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